Strategic Wealthcare Advisors, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
1
Advisory reps
5

Firm details

Headquarters
Carson City, Nevada
CRD number
150689
Fee structure
Other

Firm profile

FINTRX

Overview

Strategic Wealthcare Advisors, LLC is an independent Registered Investment Adviser organized as an LLC and state-registered in Nevada. The firm is owner-operated (listed as individual ownership) and reports a nonstandard fee arrangement described as "Other" rather than a typical AUM- or commission-based schedule. Strategic Wealthcare does not identify as a capital allocator and does not list ESG investing as part of its active approach. The firm lists an industry affiliation with accountants, which may reflect a close working relationship with tax or accounting professionals in delivering client advice. Other business and advisory activity details are not provided in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 5
  • Darsi Casey

    Darsi Casey

    Managing ShareholderCRD 3272576

  • Nicola Neilon

    Nicola Neilon

    Founder, ShareholderCRD 4745178

  • Vaughan Debra

    CRD 8317768

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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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