Strategic Wealth Advisors LLC
Legal Name: STRATEGIC WEALTH ADVISORS, LLC
Other Info
Strategic Wealth Advisors, LLC is a limited liability company based in Arizona with 3 employees, all of whom serve in advisory roles. The company currently serves 2 clients and has been registered with the U.S Securities and Exchange Commission since March 26, 2004, with its status listed as approved.
Strategic Wealth Advisors - Fee-Only Fiduciary Advisors
A family-owned boutique wealth management firm serving clients across the US. Personalized service and holistic planning set us apart. We specialize in working with women, doctors and multiple generations.
Direct Owners
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JOHN ALAN BAGLEY
EXECUTIVE OFFICER AND TRUSTEE owns less than 5%
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JOHN ALAN BAGLEY
CHIEF COMPLIANCE OFFICER owns less than 5%
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LAURIE BETH BAGLEY
LLC MANAGER AND TRUSTEE owns less than 5%
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THE JOHN AND LAURIE BAGLEY FAMILY TRUST
LLC MEMBER (OWNER) owns 75% or more