firm profile
Structured Wealth Management, Inc.
Overview
Structured Wealth Management, Inc. is an SEC and state registered investment adviser based in Toledo, OH, registered since 2008. It reports $227M in assets under management across 527 accounts, with 4 employees. It has 5 investment adviser representatives.
- Reported AUM
- $227M
- Discretionary
- 100%
- Accounts
- 527
- Average account
- $431K
- Employees
- 4
- Advisory reps
- 5
- Registered since
- 2008
- Jurisdictions
- 3
As reported in the firm's February 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Other Fees and Percentage of Assets
Executive officers 2 of 2
- Brian Andrew Schmitz Owner CRD 2612181
- Thomas Kessel Rogers Owner, Chief Compliance Officer CRD 3251381
Advisory reps 3 of 5
- Paul William Manol Insurance Agent · Investment Adviser Rep CRD 6175271
- Nathan Thomas Reiter Investment Adviser Rep CRD 4687834
- Thomas K Rogers Insurance Agent · Investment Adviser Rep CRD 3251381
2 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 2778 Centennial Rd # A
Toledo, OH 43617 - County
- Lucas
- Metro area
- Toledo, OH
- Region
- Midwest
Registrations
- SEC and state registered
- Registered in 3 jurisdictions
- Website: structuredplan.com
Every state, with registration dates
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