Sgroi Wealth Advisory Group LLC
● SEC registered since 2017CRD 289764SEC# 801-112067West Seneca, NY
Reg. AUM
$1.36B
Employees
27
Accounts
7,676
Location
West Seneca, NY
Sgroi Wealth Advisory Group LLC assets under management
Sgroi Wealth Advisory Group LLC is an SEC-registered investment adviser based in West Seneca, NY. The firm has been registered since 2017. It reports $1.4 billion in regulatory assets under management and employs 27 people.
Sgroi Wealth Advisory Group LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gerald Clouden Control | Chief Compliance Officer And Senior Vice President | Under 5% | 2017 |
| Lawley Sgroi Georgetown LLC Control | Owner | Over 75% | 2024 |
| Patrick Joseph Sgroi Control | President | Under 5% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Sgroi Wealth Advisory Group LLC manage?
Sgroi Wealth Advisory Group LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Sgroi Wealth Advisory Group LLC have?
Sgroi Wealth Advisory Group LLC reports 27 employees.
Where is Sgroi Wealth Advisory Group LLC located?
Sgroi Wealth Advisory Group LLC is based in West Seneca, NY and has been SEC-registered since 2017.
Does Sgroi Wealth Advisory Group LLC disclose fund performance?
Sgroi Wealth Advisory Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 965 Union Road, West Seneca, NY 14224 |
| Phone | 716-674-6700 |
| Fax | 716-674-6822 |
| Office hours | 8:00 - 5:00 |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.36B▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 28%
Larger than 72% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$1.36Bregulatory AUM
Discretionary $1.36B