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SGROI WEALTH ADVISORY GROUP LLC

WEST SENECA, NY · CRD 289764 · IAPD ↗ · sgroilawley.com · 716-674-6700

$1.36BRegulatory AUM
14Advisory reps
27Employees
0Clients
More than 500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
February 2026 — SGROI WEALTH ADVISORY GROUP LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
February 2026 — SGROI WEALTH ADVISORY GROUP LLC reported RAUM up 25% ($1.08B -> $1.36B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2025 — SGROI WEALTH ADVISORY GROUP LLC changed its website from sgroifinancial.com to sgroilawley.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
85
April 2025 — SGROI WEALTH ADVISORY GROUP LLC crossed $1B in regulatory AUM ($939.0M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
49
April 2024 — SGROI WEALTH ADVISORY GROUP LLC notice-filed in AZ, MI, OH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — SGROI WEALTH ADVISORY GROUP LLC reported RAUM up 36% ($691.6M -> $939.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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