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| Strategic Wealth Advisors LLC
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| |
|---|---|
| CRD # | 114167 |
| SEC # | 801-62947 |
| CIK # | 0001548916 |
| AUM | $282.1 MM (2024-08-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 480-998-1798 |
| Address | 8429 E Appaloosa Trail Scottsdale, AZ 85258 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 2.8 | |
| NVDA | 399.6 | 1.8 | |
| MSFT | 1,918.2 | 1.7 | |
| AMZN | 1,093.0 | 0.8 | |
| GOOGL | 1,475.1 | 0.6 | |
| AVGO | 201.3 | 0.5 | |
| JPM | 340.2 | 0.5 | |
| LLY | 301.8 | 0.5 | |
| APO | 29.5 | 0.4 | |
| PG | 338.1 | 0.4 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 23.1 |
| (b) Individuals (high net worth individuals) | 69 | 254.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 2.2 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 416 | 282.1 |
| By Discretionary | ||
| Discretionary | 410 | 277.9 |
| Non-Discretionary | 6 | 4.2 |
| Total | 416 | 282.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 282.1 | |
| Total | 416 | 282.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001548916] | |
| 13F-NT | [0001548916] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Spectrum Wealth Advisory Group LLC
✚
|
CA | 0.3 |
|
EFP Advisors Inc
✚
|
MS | 0.3 |
|
Capstone Triton Financial Group LLC
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|
OK | 0.3 |
|
MEOW Advisory LLC
✚
|
FL | 0.3 |
|
Targeted Financial Services LLC
✚
|
NJ | 0.3 |
|
Stevens Capital Partners Inc
✚
|
NE | 0.3 |
|
Promethium Advisors LLC
✚
|
MD | 0.3 |
|
Kirkwood Financial Services
✚
|
TX | 0.3 |
|
ODER Investment Management LLC
✚
|
CA | 0.3 |
|
Palm Valley Capital Management LLC
✚
|
FL | 0.3 |