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STRATEGIC WEALTH ADVISORS, LLC
CRD 114167 · SEC 801-62947
AZ, United States
Phone
480-998-1798
Fax
480-522-1798
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$325.2M
Discretionary AUM
$320.2M
Team
4 total employees; 4 advisory reps; 6 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersGENERAL FINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $21.3M |
| High net worth individuals | 75 | $298.0M |
States served
AZ, CA, TX
All web addresses on file
Official SEC filing: View on IAPD