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

Plans served

All 2 plansUnlock full export (Pro)

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