# STRATEGIC WEALTH ADVISORS, LLC

STRATEGIC WEALTH ADVISORS, LLC is an SEC-registered investment adviser.

## Registration

- CRD: 114167
- Type: SEC-registered investment adviser
- SEC file number: 801-62947
- Phone: 480-998-1798
- Latest filing: 2026-02-18
- Regulatory AUM: $325.2M
- Discretionary AUM: $320.2M
- Non-discretionary AUM: $5.0M
- Clients: 4
- Accounts: 427

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Laurie Beth Bagley | LLC MANAGER AND TRUSTEE | — |
| John Alan Bagley | CHIEF COMPLIANCE OFFICER; EXECUTIVE OFFICER AND TRUSTEE | — |
| BAGLEY LAURIE BETH | CHIEF COMPLIANCE OFFICER; LLC MANAGER AND TRUSTEE; LLC MANAGER (EXECUTIVE OFFICER) (+1 more) | — |
| BAGLEY JOHN ALAN | CHIEF COMPLIANCE OFFICER; EXECUTIVE OFFICER; EXECUTIVE OFFICER AND TRUSTEE (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/114167/brochure
- Similar advisers: https://search.stillhousedata.com/firm/114167/similar
- Related entities: https://search.stillhousedata.com/firm/114167/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/114167

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.