Strategic Wealth Investment Group, LLC

Overview

Strategic Wealth Investment Group, LLC is an SEC registered investment adviser based in Louisville, KY, registered since 2012. It reports $1.4B in assets under management across 8,606 accounts, with 88 employees. It has 33 investment adviser representatives.

Reported AUM

$1.4B

Discretionary

100%

Accounts

8,606

Average account

$161K

Employees

88

Advisory reps

33

Registered since

2012

Jurisdictions

39

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Hourly Charges and Percentage of Assets

Executive officers 3 of 4

• Matthew James Dicken Founder, Chief Executive Officer CRD 2882253
• Peter Casey Gayle Chief Compliance Officer CRD 3095277
• Jordan Schwartz Partner CRD 6519627

1 more executive officer, with direct contact details

Advisory reps 3 of 33

• Erik Richard Bosman Insurance Agent · Investment Adviser Rep CRD 7337389
• Spencer Bryzeal Insurance Agent · Investment Adviser Rep CRD 7389522
• Ashlie Danielle Dague Insurance Agent · Investment Adviser Rep CRD 7681678

30 more advisory reps, with emails, phones and branch locations

Location

Headquarters

500 N Hurstbourne Pkwy Ste 120
Louisville, KY 40222

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Registrations

• SEC registered
• Registered in 39 jurisdictions
• Website: retirementplanninguniversity.com

Every state, with registration dates

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