Assets Under Management: $147 million
Headquarters: DEWITT, NY
High-Net-Worth Clients: 86
Average Client Assets: $1 million
Frequently Asked Questions
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143462), R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is subject to fiduciary duty under federal law.
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS is headquartered in DEWITT, NY.
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS serves 86 high-net-worth clients according to their SEC filing dated November 21, 2025. View client details ↓
According to their SEC Form ADV, R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS manages $147 million in client assets according to their SEC filing dated November 21, 2025.
According to their SEC Form ADV, R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.97
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 444
Non-Discretionary Accounts: 444