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STRATEGIC WEALTH MANAGEMENT GROUP
STRATEGIC ADVISORS LLC
CRD 125882 · SEC 801-64228
1776 BROADWAY, SUITE 1900, NEW YORK, NY, 10019, United States
Phone
212-489-0100
Fax
212-489-0174
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$832.9M
Discretionary AUM
$832.9M
Team
7 total employees; 5 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 177 | $43.7M |
| High net worth individuals | 155 | $754.9M |
| Pension/profit sharing plans | 13 | $30.4M |
| Charitable organizations | 6 | $3.8M |
States served
CA, NJ, NY, PA, CT, FL
All web addresses on file
Official SEC filing: View on IAPD