| Name | Title | Ownership | Since |
|---|---|---|---|
| John Alan Bagley Control | Chief Compliance Officer | Under 5% | 2018 |
| John Alan Bagley Control | Executive Officer And Trustee | Under 5% | 2001 |
| Laurie Beth Bagley Control | Llc Manager And Trustee | Under 5% | 1998 |
Strategic Wealth Advisors, LLC reports $291.5 million in regulatory assets under management on its Form ADV.
Strategic Wealth Advisors, LLC reports 4 employees.
Strategic Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 480-998-1798 |
| Fax | 480-522-1798 |
| Office hours | By Appointment Only |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $287.1M |
| Non-discretionary | $4.5M |
| Total (RAUM) | $291.5M |