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Building 2STRATEGIC WEALTH ADVISORS, LLC

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Phone480-998-1798
NotebookSEC #801-62947
Total AUM
$325.2M
Employees
4
Clients
113

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
480-998-1798
Other Offices
1

ReceiptFinancials

Total AUM
$325.2M
Accounts
427
Discretionary
$320.2M
Accounts
421
Non-Discretionary
$5M
Accounts
6

ContactClients

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Individual Clients
36
AUM
$21.3M
HNW Individual Clients
75
AUM
$298M
Pension/Profit Sharing Plan Clients
1
AUM
$2.8M
Charitable Organization Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
GENERAL FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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