Strategic Wealth Advisors, LLC
Strategic Wealth Advisors, LLC is an SEC-registered wealth manager with $325.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Strategic Wealth Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 114167, SEC 801-62947, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $325.2M (2026-02-18)
- Firm type
- Wealth Manager
- Employees
- 4
- Clients
- 111
- CRD
- 114167
- Ownership
- BAGLEY, LAURIE, BETH; BAGLEY, JOHN, ALAN; THE JOHN AND LAURIE BAGLEY FAMILY TRUST; THE JOHN ALAN AND LAURIE BETH BAGLEY JOINT LIVING TRUST
How much AUM does Strategic Wealth Advisors, LLC have?
Strategic Wealth Advisors, LLC reported $325.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Strategic Wealth Advisors, LLC?
Disclosed owners and executives of Strategic Wealth Advisors, LLC include BAGLEY, LAURIE, BETH, BAGLEY, JOHN, ALAN, THE JOHN AND LAURIE BAGLEY FAMILY TRUST, THE JOHN ALAN AND LAURIE BETH BAGLEY JOINT LIVING TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.