RIA Intel›Advisers›New York›SGROI WEALTH ADVISORY GROUP LLC

SGROI WEALTH ADVISORY GROUP LLC

Advisory

N·WEST SENECA, NY

Data as of Feb 2, 2026 · Source: SEC Form ADV

Total AUM
$1.4B
1-Year AUM Growth
+15.5%
3-Year CAGR
+15.2%
Employees
14
Assets Under Management
Total AUM$1.4B
Discretionary AUM$1.4B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients7,676
Team
Total Employees14
Investment Advisers27
Employee Growth (1Y)—
Filing History
Total Filings on Record17
First FilingOct 25, 2017
Latest FilingFeb 2, 2026
🔒 Full AUM trend chart and 17 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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