Strategic Retirement Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Elk Grove, CA. Its latest Form ADV filing, dated May 30, 2025, reports $214M in regulatory assets under management, 2 employees, 1 office, and 1,258 accounts.
Assets Under Management
$214M
Employees
2
Offices
1 office
Total Clients
1,258
Primary office
ELK GROVE, CA
9245 LAGUNA SPRINGS DRIVE, SUITE 200, ELK GROVE, CA, United States
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
1,258
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$214Mas of May 30, 2025
Discretionary58.1%
$124M
58% of total RAUM58.1%
Non-discretionary41.9%
$90M
42% of total RAUM41.9%
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.
Total AUM$214M
Total Accounts1,258
10Y AUM Change+$96M (+80.7%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee629:1
10Y Employee Change0 (0.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* 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.