Strategic Wealth Advisors LLC


Assets, Funds, Holdings

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Strategic Wealth Advisors LLC
CRD #114167
SEC #801-62947
AUM $175.4 MM (89% Disc, 100% US, 2020-03-06)
Employees3 (100% Investors, 0% Brokers)
Address8429 E Appaloosa Trail
Scottsdale, AZ 85258
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
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 ($)
Comparable Firms State AUM ($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
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