Overview
Assets Under Management: $292 million
High-Net-Worth Clients: 91
Average Client Assets: $3 million
Frequently Asked Questions
STRATEGIC WEALTH ADVISORS, LLC 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 #114167), STRATEGIC WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
STRATEGIC WEALTH ADVISORS, LLC serves 91 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
STRATEGIC WEALTH ADVISORS, LLC manages $292 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, STRATEGIC WEALTH ADVISORS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 91
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.21
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 419
Discretionary Accounts: 413
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 114167
Last Filing Date: 2025-02-21 00:00:00
Website: https://xpertadvice.com