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| Happy Holidays!! thanks for using AUM13F!! |
| Strategic Wealth Advisors LLC
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| CRD # | 114167 |
| SEC # | 801-62947 |
| CIK # | 0001548916 |
| AUM | $291.5 M (2025-02-21) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 480-998-1798 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001548916 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 3.2 | ||
| Nvidia Corp | 3.0 | ||
| Microsoft Corp | 2.3 | ||
| Amazon Com Inc | 1.2 | ||
| Broadcom Inc | 1.1 | ||
| J P Morgan Chase & Co | 0.9 | ||
| Facebook Inc | 0.8 | ||
| Alphabet Inc | 0.7 | ||
| Lilly Eli & Co | 0.5 | ||
| Procter & Gamble Co | 0.5 | ||
| Tesla Motors Inc | 0.5 | ||
| Wal Mart Stores Inc | 0.4 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 23.9 |
| (b) Individuals (high net worth individuals) | 91 | 263.0 |
| (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 | 2.3 |
| (h) Charitable organizations | 0 | 2.3 |
| (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 | 419 | 291.5 |
| By Discretionary | ||
| Discretionary | 413 | 287.1 |
| Non-Discretionary | 6 | 4.5 |
| Total | 419 | 291.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.5 | |
| Total | 419 | 291.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001548916] | |
| 13F-NT | [0001548916] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Quarry Hill Advisors LLC
✚
|
MN | 0.3 |
|
Pachira Investments Inc
✚
|
CA | 0.3 |
|
Unionview LLC
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|
WA | 0.3 |
|
Visionary Horizons LLC
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|
TN | 0.3 |
|
Mai Inc
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|
KY | 0.3 |
|
The American Institute for Advanced Investment Management LLP
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|
AZ | 0.3 |
|
Nicholson Wealth Management Group LLC
✚
|
SC | 0.3 |
|
Demars Financial Group LLC
✚
|
WA | 0.3 |
|
Tandem Financial LLC
✚
|
CO | 0.3 |
|
Wealth Covenant Group LLC
✚
|
TX | 0.3 |