# Strategic Wealth Advisors, LLC

> Strategic Wealth Advisors, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2004, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 18, 2026.

- CRD: 114167
- Filed as: STRATEGIC WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: February 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114167
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-advisors-llc-scottsdale-az-114167

## Quick answers

**How is Strategic Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Strategic Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated February 18, 2026 states: Hourly rate: $200 to $500 an hour (financial planning and/or consulting services (including investment and non-investment related matters, including estate). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strategic Wealth Advisors, LLC located?**
Strategic Wealth Advisors, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Strategic Wealth Advisors, LLC registered with the SEC or a state?**
Strategic Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 114167.

**How much does Strategic Wealth Advisors, LLC manage?**
Strategic Wealth Advisors, LLC reports $325,156,321 in regulatory assets under management in its Form ADV filing dated February 18, 2026 (98% discretionary).

**How have Strategic Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Strategic Wealth Advisors, LLC: Regulatory assets under management: $192,927,394 in the October 2021 data and $325,156,321 in the October 2026 data, up 69%. Total employees: 3 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (36).

**Which custodians does Strategic Wealth Advisors, LLC use?**
Strategic Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Strategic Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114167

**Does Strategic Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 18, 2026 says: "Strategic Wealth Advisors generally requires a minimum account size of $1,000,000 for new accounts when the client seeks ongoing portfolio supervision."

**What changed in Strategic Wealth Advisors, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $291,507,661 to $325,156,321 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 18, 2026)

- Account minimum: $1,000,000

> Strategic Wealth Advisors generally requires a minimum account size of $1,000,000 for new accounts when the client seeks ongoing portfolio supervision.

- Hourly rate: $200 to $500 an hour (financial planning and/or consulting services (including investment and non-investment related matters, including estate)

> Planning and consulting fees are negotiable, but generally range from $200 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $325,156,321
- Discretionary: $320,166,494
- Non-discretionary: $4,989,827

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 36 | $21,328,831 |
| High net worth individuals | 75 | $298,003,549 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,765,497 |
| Charitable organizations | Fewer than 5 | $3,058,444 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2004 (22 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- xpertadvice.com
- Facebook @STRATEGIC-WEALTH-ADVISORS-325146034195818
- LinkedIn @2241317

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $192,927,394 | 3 | February 23, 2021 |
| October 2022 | $212,632,769 | 4 | February 15, 2022 |
| October 2023 | $210,513,327 | 4 | March 1, 2023 |
| October 2024 | $282,092,791 | 4 | August 29, 2024 |
| October 2025 | $291,507,661 | 4 | February 21, 2025 |
| October 2026 | $325,156,321 | 4 | February 18, 2026 |

Regulatory assets under management: $192,927,394 in the October 2021 data and $325,156,321 in the October 2026 data, up 69%.
Total employees: 3 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $291,507,661 to $325,156,321 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Advisors, LLC (CRD 114167): Form ADV filing data as of October 2026.