Strategic Wealth Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 114167
- SEC number
- 801-62947
- Firm type
- RIA
- Assets under management
- $325.2M as of Feb 18, 2026
- Website
- www.facebook.com/STRATEGIC-WEALTH-ADVISORS-325146034195818 ↗
- Phone
- 480-998-1798
- Address
- Not yet retrieved from the source record
Advisors at this firm
4 in our index · page 1 of 1
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John Alan BagleyCRD 4452812 · Scottsdale, AZIA Registered
-
Laurie Beth BagleyCRD 2555369 · Scottsdale, AZIA Registered
-
Matthew Scott MasinCRD 6831571 · Scottsdale, AZIA RegisteredRegistration inactive
-
James Dean SchwartzCRD 3088509 · Scottsdale, AZIA Registered
1–4 of 4
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 114167 ↗
FINRA BrokerCheck record for firm CRD 114167 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.