Strategic Wealthcare Advisors, LLC
Firm details
- Headquarters
- Carson City, Nevada
- CRD number
- 150689
- Website
- wealthcareadvisorsllc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Strategic Wealthcare Advisors, LLC is organized as a limited liability company and operates as an independent registered investment adviser. The firm is individually owned and does not present itself as a capital allocator or pension consultant. Public data indicates it is not active on ESG investing and does not operate as a multi-state adviser. Fee arrangements are listed as “other,” suggesting nonstandard or customized billing structures rather than a simple AUM- or commission-based model. The firm lists an affiliation with accountants, which may reflect a referral or service relationship with accounting professionals rather than a broader industry network.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Darsi Casey
Managing ShareholderCRD 3272576
Lucas Gonzalez
CRD 8317769
Vaughan Debra
CRD 8317768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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