Strategic Wealth Advisors Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Utica, MI. Its latest Form ADV filing, dated March 30, 2026, reports $207M in regulatory assets under management, 13 employees, 1 office, and 1,270 accounts.
Top client segmentIndividuals represent 86.6% of total clients.
Top client categories% of clientsClients
1
Individuals
86.6%
471
2
HNWI
13.4%
73
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 30, 2026
Discretionary100.0%
$207M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$207M
Total Accounts1,270
10Y AUM Change+$106M (+104.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee42:1
10Y Employee Change+4 (+44.4%)
* 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.