Strategic Wealth Advisors, LLC
● SEC registered since 2004CRD 114167SEC# 801-62947
Reg. AUM
$325.2M
Employees
4
Accounts
427
Location
—
Strategic Wealth Advisors, LLC assets under management
Strategic Wealth Advisors, LLC is a registered investment adviser overseen by the SEC. The firm has been registered since 2004. It reports $325.2 million in regulatory assets under management and employs 4 people.
Strategic Wealth Advisors, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Alan Bagley Control | Chief Compliance Officer | Under 5% | 2018 |
| John Alan Bagley Control | Executive Officer And Trustee | Under 5% | 2001 |
| Laurie Beth Bagley Control | Llc Manager And Trustee | Under 5% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategic Wealth Advisors, LLC manage?
Strategic Wealth Advisors, LLC reports $325.2 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Advisors, LLC have?
Strategic Wealth Advisors, LLC reports 4 employees.
Does Strategic Wealth Advisors, LLC disclose fund performance?
Strategic Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 480-998-1798 |
| Fax | 480-522-1798 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$325.2M▲ 12%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 60%
Larger than 40% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$325.2Mregulatory AUM
Discretionary $320.2MNon-discretionary $5M