Investment adviser · CRD 125882
STRATEGIC WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
STRATEGIC ADVISORS LLC
NEW YORK, NY, United States · Form ADV filed Jul 28, 2026
- Regulatory AUM
- $833M Form ADV · Item 5.F
- Client accounts
- 889 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 155 | $754,943,396 | 90.6% |
| Individuals | 177 | $43,725,363 | 5.2% |
| Retirement plans | 13 | $30,419,176 | 3.7% |
| Charities | 6 | $3,802,883 | 0.5% |
Filing source
Form ADV 2122419 · Jul 28, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 28, 2026. View historical filings
Reported services
Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1776 BROADWAY, SUITE 1900NEW YORK, NY, 10019, United States
CRD 125882
Filing source
Form ADV 2122419 · Jul 28, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.