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STRATEGIC WEALTH ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$291.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 287.1M |
| Non-Discretionary | 4.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 114167 |
| SEC Number | 801-62947 |
| Phone | 480-998-1798 |
| Fax | 480-522-1798 |
| Total Employees | 4 |
Client Count by Type (129 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 91 |
| Individuals (other than H… | 38 |
County data not available for this organization.