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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: STRUCTURED WEALTH MANAGEMENT, INC.CRD Number: 146611OtherThanAnnual
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Structured Wealth Management Inc. is a financial consulting firm that focuses on providing personalized investment strategies, asset management, and financial planning services to clients.
Individuals and entities who engage in financial transactions that meet certain thresholds or reporting requirements may be required to file with Structured Wealth Management Inc.
To fill out the necessary forms for Structured Wealth Management Inc., clients should gather their financial information, follow the instructions provided on the forms, and ensure that all required fields are completed accurately.
The purpose of Structured Wealth Management Inc. is to help clients achieve their financial goals through effective management of their wealth, providing guidance on investments, tax strategies, and retirement planning.
Information that must be reported includes details about income, assets, liabilities, investment holdings, and any significant financial transactions during the reporting period.
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