Strategic Wealth Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Strategic Wealth Advisors LLC
CRD #114167
SEC #801-62947
CIK #
AUM $175.4 MM (89% Disc, 100% US, 2020-03-06)
Employees3 (100% Investors, 0% Brokers)
Phone480-998-1798
Address8429 E Appaloosa Trail
Scottsdale, AZ 85258
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
180144108723602002200820142021
Sector Issuer Cap ($MM) Value ($MM)
AMZN 1,207,970.0 42.0
AAPL 1,372,810.0 34.2
GEM 33.0
USMV 31.2
SPY 29.1
QQQ 27.4
RODM 27.3
TSLA 151,790.0 24.3
IWD 23.4
IWF 21.7
View All
Holdings by Sector ($)
16513299663302013201520172020
Comparable Firms State AUM ($BB)
HFG Advisors Inc
OH 0.2
Caerus Investment Advisors LLC
CA 0.2
The Robare Group Ltd
TX 0.2
MY Legacy Advisors LLC
OR 0.2
Farrow Financial Inc
VT 0.2
Spreng Capital Management Inc
OH 0.2
Goodhaven Capital Management LLC
NJ 0.2
Salus Capital Management Inc
CA 0.2
BULL Street Advisors LLC
GA 0.2
Hoyle Capital Management Inc
CA 0.2
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com