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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2DARSI CASEY
Managing ShareholderCRD 3272576
NICOLA NEILON
Founder, ShareholderCRD 4745178
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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