Strategic Asset Management Group Advisors
Strategic Asset Management Group Advisors is an SEC-registered wealth manager in Pompano Beach, FL with $416.5M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Strategic Asset Management Group Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 135832, SEC 801-68978, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $416.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Pompano Beach, FL
- Employees
- 5
- Clients
- 126
- CRD
- 135832
- Ownership
- ORVIETO, BRADLEY; ODEN, ROBERT, FRANK; ODEN, ANDREW; ORVIETO, BRETT, WILLIAM; IVEY, JACOB
How much AUM does Strategic Asset Management Group Advisors have?
Strategic Asset Management Group Advisors reported $416.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Strategic Asset Management Group Advisors?
Disclosed owners and executives of Strategic Asset Management Group Advisors include ORVIETO, BRADLEY, ODEN, ROBERT, FRANK, ODEN, ANDREW, ORVIETO, BRETT, WILLIAM, IVEY, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.