Strategic Wealthcare Advisors, LLC

RIASEC 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 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

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

  • Lucas Gonzalez

    CRD 8317769

  • Vaughan Debra

    CRD 8317768

Unlock 2 more contacts

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth