STRATEGIC WEALTHCARE ADVISORS, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
2
Advisory reps
2

Firm details

Headquarters
CARSON CITY, Nevada
CRD number
150689
Fee structure
Other

Firm profile

FINTRX

Overview

Strategic Wealthcare Advisors, LLC is organized as a limited liability company with individual ownership. Publicly available records show the firm is classified as "unclassified" and lists its fee structure as "other." The firm is not identified as a capital allocator, is not active on ESG investing, and is not a multi-state adviser. It also does not report being a pension consultant or a related adviser to another registered entity. The firm lists an industry affiliation with an accountant. Specifics about business lines, advisory activities, client segments, or registration details (SEC registration year) are not disclosed in the source data.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • DARSI CASEY

    Managing ShareholderCRD 3272576

  • NICOLA NEILON

    Founder, ShareholderCRD 4745178

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

CARSON CITY, NV

CARSON CITY

Location

CARSON CITY, NV

Headquartered in CARSON CITY, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.

Metro area
Reno-Carson City-Fernley, NV
Region
West
County
CARSON CITY
Address
503 N Division St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth