CRD: 143462
R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2009
- Office Locations
- 1
Office Locations
About R.s. Petrell & Associates, LLC D/B/A Strategic Wealth Advisors
Strategic Wealth Advisors is an SEC-registered RIA providing wealth management and retirement planning for individuals and families, focused on reducing retirement stress and building secured income. The firm delivers comprehensive investment and retirement plans alongside estate and tax planning plus insurance and risk management. Portfolios follow its disciplined “Structured Investing” process, emphasizing growth and risk reduction, with meaningful use of ETFs and fixed income.
Team overview
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Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
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Owner & Executives
MARYBETH PETRELL
Chief Compliance Officer, Managing Partner
- CRD
- #1790420
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD STEVEN PETRELL
Partner, Investment Advisory Representative
- CRD
- #715635
Courtney A Wellar
Investment Advisory Representative
- CRD
- #7397236
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $159,068,338 | $356,655 |
| Total | $159,068,338 | $356,655 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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