0001970175-23-000002.txt : 20230322 0001970175-23-000002.hdr.sgml : 20230322 20230321183046 ACCESSION NUMBER: 0001970175-23-000002 CONFORMED SUBMISSION TYPE: D PUBLIC DOCUMENT COUNT: 1 ITEM INFORMATION: 06c ITEM INFORMATION: Investment Company Act Section 3(c) ITEM INFORMATION: Section 3(c)(1) FILED AS OF DATE: 20230322 DATE AS OF CHANGE: 20230321 EFFECTIVENESS DATE: 20230322 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Strategic Wealth, LLC CENTRAL INDEX KEY: 0001970175 IRS NUMBER: 883013846 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: D SEC ACT: 1933 Act SEC FILE NUMBER: 021-476555 FILM NUMBER: 23750821 BUSINESS ADDRESS: STREET 1: 453 E. MAIN STE 200 CITY: PRICE STATE: UT ZIP: 84501 BUSINESS PHONE: 800-773-1848 MAIL ADDRESS: STREET 1: 453 E. MAIN STE 200 CITY: PRICE STATE: UT ZIP: 84501 D 1 primary_doc.xml X0708 D LIVE 0001970175 Strategic Wealth, LLC 453 E. MAIN STE 200 PRICE UT UTAH 84501 800-773-1848 UTAH None None Limited Liability Company true 2022 a Utah limited liability company Strategic Wealth Solutions, LLC 453 E. Main St. Suite 200 Price UT UTAH 84501 Executive Officer Manager Jake Mellor 453 E. Main St. Suite 200 Price UT UTAH 84501 Director Pooled Investment Fund Venture Capital Fund false Decline to Disclose 06c 3C 3C.1 false 2022-10-12 false true false 100000 800000 800000 0 false 8 0 0 0 Manager will receive a management fee. false Strategic Wealth, LLC /s/ Jake Mellor Jake Mellor Manager of the Issuer's Manager 2023-03-21