STRATEGIC WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 114167). Regulatory assets under management: $325.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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) | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SCOTTSDALE | AZ | 1 | 480-998-1798 |
| SCOTTSDALE | AZ | 1 | 480-998-1798 |