R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors
R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors is an SEC-registered mass-market adviser in Dewitt, NY with $159.1M assets under management (AUM, regulatory AUM), +8% over one year. See who owns R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143462, SEC 801-70011, data through 2026-02-04.
- AUM (assets under management / regulatory AUM)
- $159.1M (2026-02-04)
- Firm type
- Mass-Market Adviser
- Location
- Dewitt, NY
- Employees
- 3
- Clients
- 291
- CRD
- 143462
- Ownership
- PETRELL, MARYBETH
How much AUM does R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors have?
R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors reported $159.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-04).
Who owns R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors?
Disclosed owners and executives of R.s. Petrell & Associates, LLC D/b/a Strategic Wealth Advisors include PETRELL, MARYBETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.