Strategic Wealth Advisors Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,655

Total plan assets

$60.4M

Filings (rows)

Direct comp

Indirect comp

$84K

Showing only "STRATEGIC WEALTH ADVISORS GROUP"

View all 12 variants aggregated →

STRATEGIC WEALTH PARTNERS22 STRATEGIC WEALTH MANAGEMENT17 STRATEGIC WEALTH PARTNERS GROUP15 STRATEGIC WEALTH MANAGEMENT GROUP6 STRATEGIC WEALTH ADVISORS GROUP5 STRATEGIC WEALTH MANAGMENT3 STRATEGIC WEALTH ADVISORS

SERVICES PROVIDED

Investment manager5

Plans served

All 5 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Leeds West Operating Group, LLC Leeds West Groups 401(k) Retirement Plan · all filings	GREENWOOD VILLAGE, CO	Investment manager	604	$15.6M	$0	$30K
Leeds West Operating Group, LLC Leeds West Groups 401(k) Retirement Plan · all filings	GREENWOOD VILLAGE, CO	Investment manager	653	$14.4M	$0	$11K
Velocity Risk Underwriters, LLC Velocity Risk Underwriters, LLC Retirement Plan · all filings	NASHVILLE, TN	Investment manager	154	$13.5M	$0	$11K
Velocity Risk Underwriters, LLC Velocity Risk Underwriters, LLC Retirement Plan · all filings	NASHVILLE, TN	Investment manager	117	$10.3M	$0	$21K
Velocity Risk Underwriters, LLC Velocity Risk Underwriters, LLC Retirement Plan · all filings	NASHVILLE, TN	Investment manager	127	$6.7M	$0	$11K