Strategic Wealth ADVS 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

329

Total plan assets

$423.1M

Filings (rows)

Direct comp

$34K

Indirect comp

Showing only "STRATEGIC WEALTH ADVS 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

Other service providers2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Cox, Castle & Nicholson LLP Cox, Castle & Nicholson LLP Retirement Plan · all filings	LOS ANGELES, CA	Other service providers	168	$236.3M	$17K	$0
Cox, Castle & Nicholson LLP Cox, Castle & Nicholson LLP Retirement Plan · all filings	LOS ANGELES, CA	Other service providers	161	$186.8M	$17K	$0