Strategic Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 18, 2026, reports $325M in regulatory assets under management, 4 employees, 1 office, and 427 accounts.
Top client segmentHNWI represent 67.6% of total clients.
Top client categories% of clientsClients
1
HNWI
67.6%
75
2
Individuals
32.4%
36
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$325Mas of February 18, 2026
Discretionary98.5%
$320M
98% of total RAUM98.5%
Non-discretionary1.5%
$5M
2% of total RAUM1.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$325M
Total Accounts427
10Y AUM Change+$184M (+130.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee28:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.