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STRATEGIC WEALTH ADVISORS, LLC

· CRD 114167 · IAPD ↗ · 480-998-1798

$325.2MRegulatory AUM
4Advisory reps
4Employees
6Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2024 — STRATEGIC WEALTH ADVISORS, LLC reported RAUM up 37% ($210.5M -> $288.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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