← Tributary

STRATEGIC WEALTH ADVISORS GROUP, INC.

UTICA, MI · CRD 285863 · IAPD ↗ · swaganalysis.com · 586-203-2275

$206.7MRegulatory AUM
6Advisory reps
13Employees
0Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — STRATEGIC WEALTH ADVISORS GROUP, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
April 2026 — STRATEGIC WEALTH ADVISORS GROUP, INC. reported RAUM up 47% ($140.2M -> $206.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
61
April 2025 — STRATEGIC WEALTH ADVISORS GROUP, INC. reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
62
April 2025 — STRATEGIC WEALTH ADVISORS GROUP, INC. reported RAUM up 39% ($101.1M -> $140.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
69
April 2025 — STRATEGIC WEALTH ADVISORS GROUP, INC. grew from 2 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
95
May 2024 — STRATEGIC WEALTH ADVISORS GROUP, INC. (UTICA, MI) is newly SEC-registered with $101.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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