# SGROI WEALTH ADVISORY GROUP LLC

SGROI WEALTH ADVISORY GROUP LLC of WEST SENECA, NY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 289764
- Type: SEC-registered investment adviser
- SEC file number: 801-112067
- Location: 965 UNION ROAD, WEST SENECA, NY, 14224
- Phone: 716-674-6700
- Latest filing: 2026-02-02
- Regulatory AUM: $1.4B
- Discretionary AUM: $1.4B
- Clients: 27
- Accounts: 7,676

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Patrick Joseph Sgroi | PRESIDENT | — |
| John Gerald Clouden | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |
| SGROI PATRICK JOSEPH | PRESIDENT | — |
| CLOUDEN JOHN GERALD | CHIEF COMPLIANCE OFFICER AND SENIOR VICE PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289764/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289764/similar
- Related entities: https://search.stillhousedata.com/firm/289764/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289764

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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.