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 ADVISORS3 STRATEGIC WEALTH MANAGMENT

SERVICES PROVIDED

Investment manager5

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Plans served

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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