Strategic Wealth Advisors, LLC

EST. AUM
$325,156,321

CONTACTS

CLIENT ACCOUNTS
427

Firm Details

Metro area Phoenix
CRD Number 114167
Website xpertadvice.com
Client types

Overview

Strategic Wealth Advisors, LLC is a family-owned, fee-only SEC-registered investment adviser based in Scottsdale, Arizona. The firm was founded in 1999 and provides coordinated wealth management, retirement planning, investment management, estate and trust planning, education funding, and small business consulting services.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Strategic Wealth Advisors, LLC

Platform Details

Investment Preferences

Alternative Activity

Address

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