RIA Intel›Advisers›STRATEGIC WEALTH ADVISORS, LLC

STRATEGIC WEALTH ADVISORS, LLC

Advisory

N·

Data as of Feb 18, 2026 · Source: SEC Form ADV

Total AUM
$325M
1-Year AUM Growth
+34.0%
3-Year CAGR
+11.4%
Employees
4
Assets Under Management
Total AUM$325M
Discretionary AUM$320M
Non-Discretionary AUM$5M
Discretionary %98.5%
Total Clients129
Team
Total Employees4
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record36
First FilingMar 18, 2004
Latest FilingFeb 18, 2026
🔒 Full AUM trend chart and 36 historical filings spanning 22+ 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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