Strategic Wealth Advisors

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

31,802

Total plan assets

$20.3B

Filings (rows)

Direct comp

$40K

Indirect comp

Showing only "STRATEGIC WEALTH ADVISORS"

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 GROUP RIA3 STRATEGIC WEALTH ADVISORS

SERVICES PROVIDED

Investment manager3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	11,088	$7.9B	$14K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,636	$6.8B	$13K	$0
Southern California Permanente Medical Group Scpmg Keogh Plan · all filings	PASADENA, CA	Investment manager	10,078	$5.6B	$13K	$0