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STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS

LEESBURG, VA · CRD 111685 · IAPD ↗ · sgkwealthadvisors.com · 703-777-8826

$1.32BRegulatory AUM
9Advisory reps
15Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

72
April 2025 — STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
47
January 2025 — STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS notice-filed in WI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
September 2024 — STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — STEIGERWALD, GORDON & KOCH - WEALTH ADVISORS crossed $1B in regulatory AUM ($915.8M -> $1.05B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.