STRUCTURED WEALTH MANAGEMENT, INC.
SEC RegisteredYour Financial Freedom. Our Purpose. Together.
About the firm
Structured Wealth Management is a comprehensive financial services firm primarily serving Northwest Ohio and Southeast Michigan. They help soon-to-be-retired and retired residents to effectively plan for and prepare for retirement, providing customized financial strategies to help clients achieve long-term goals and enjoy a more secure retirement.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Income Planning, Wealth Management, Tax Planning & Preparation, Medicare & Long-Term Care Planning, and Legacy & Estate Planning.
Who they serve
Soon-to-be-retired and retired residents of Northwest Ohio and Southeast Michigan.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 523 | $226M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.50% |
| $250,000 - $500,000 | 1.25% |
| $500,000 - $1,000,000 | 1.10% |
| $1,000,000 - $2,000,000 | 1.00% |
| $2,000,000 - $5,000,000 | 0.80% |
| Above $5,000,000 | 0.60% |
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STRUCTURED WEALTH MANAGEMENT, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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