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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-15-1999
- Office Locations
- 2
Office Locations
About Strategic Wealth Advisors, LLC
Strategic Wealth Advisors, LLC is a family-owned Scottsdale, AZ RIA founded in 1999 serving families and entrepreneurs. SWA provides coordinated financial planning (education through retirement) and ongoing investment management, typically implemented with diversified ETF and mutual fund portfolios. Custody is primarily at Schwab and Fidelity, and the team uses Tamarac to support a detail-oriented, long-term service model.
Team overview
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Investment Themes
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Platform
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Owner & Executives
JOHN ALAN BAGLEY
Principal
- CRD
- #4452812
- Ownership
- Less than 5%
LAURIE BETH BAGLEY
Principal
- CRD
- #2555369
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Matthew Scott Masin
Associate Wealth Advisor
- CRD
- #6831571
JAMES DEAN SCHWARTZ
Senior Advisor
- CRD
- #3088509
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,166,494 | $760,490 |
| Non-Discretionary | $4,989,827 | $831,638 |
| Total | $325,156,321 | $761,490 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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