Insights

Niche Market Focus Strategic Wealth Advisors specializes in serving high net worth individuals and families, representing a targeted segment that values personalized financial management and investment strategies.

Growth Potential Operating with a revenue range of one to ten million dollars and a small team, the firm presents opportunities for tailored service expansion and enhanced digital solutions to support their clientele.

Technology Adoption Utilizing a modern tech stack including AWS, Google Analytics, and digital marketing tools indicates an openness to technological enhancements that can improve client engagement and operational efficiency.

Competitive Differentiation As a family-run, fee-only advisory firm with a longstanding reputation since 1999, they may be interested in branding and service differentiation to strengthen their trusted advisor position in a competitive market.

Market Segment Synergies Given their focus and similarities with larger firms like Charles Schwab and Fidelity, there are opportunities to develop bespoke offerings or partnership avenues to attract high net worth clients seeking personalized alternatives.

Strategic Wealth Advisors Tech Stack

Strategic Wealth Advisors uses 8 technology products and services including Amazon Web Services, FMG Suite, Awesomplete, and more. Explore Strategic Wealth Advisors's tech stack below.

Amazon Web Services

Cloud Hosting

FMG Suite

Content Marketing

Awesomplete

Javascript Libraries

Site24x7

Real User Monitoring

HSTS

Security

Google Analytics

Web Analytics

Stellar.js

Web Tools And Plugins

AddThis

Widgets

Strategic Wealth Advisors Email Formats	Example	Percentage
First@xpertadvice.com	John@xpertadvice.com	50%
First@xpertadvice.com	John@xpertadvice.com	50%

Strategic Wealth Advisors Email Formats

Example

Percentage

First@xpertadvice.com

John@xpertadvice.com

50%

First@xpertadvice.com

John@xpertadvice.com

50%

Frequently Asked Questions

Where is Strategic Wealth Advisors's headquarters located?

Strategic Wealth Advisors's main headquarters is located at 9375 East Shea Boulevard, Suite 100. The company has employees across 1 continents, including North America.

What is Strategic Wealth Advisors's phone number?

You can contact Strategic Wealth Advisors's main corporate office by phone at

+1-480-998-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Strategic Wealth Advisors's official website and social media links?

Strategic Wealth Advisors's official website is xpertadvice.com and has social profiles on LinkedIn.

What is Strategic Wealth Advisors's SIC code NAICS code?

Strategic Wealth Advisors's SIC code is 8742 - Management Consulting Services NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Strategic Wealth Advisors have currently?

As of December 2025, Strategic Wealth Advisors has approximately 5 employees across 1 continents, including North America. Key team members include Founder And Managing Director: L. B.Partner - Lpl Financial Advisor: A. L. P.Managing Partner And Director Of Investment Management: H. C.. Explore Strategic Wealth Advisors's employee directory with LeadIQ.

What industry does Strategic Wealth Advisors belong to?

Strategic Wealth Advisors operates in the Investment Management industry.

What technology does Strategic Wealth Advisors use?

Strategic Wealth Advisors's tech stack includes Amazon Web ServicesFMG SuiteAwesompleteSite24x7HSTSGoogle AnalyticsStellar.jsAddThis.

What is Strategic Wealth Advisors's email format?

Strategic Wealth Advisors's email format typically follows the pattern of First@xpertadvice.com. Find more Strategic Wealth Advisors email formats with LeadIQ.

When was Strategic Wealth Advisors founded?

Strategic Wealth Advisors was founded in 1999.

Strategic Wealth Advisors

Q: How many employees does Strategic Wealth Advisors have currently?

Strategic Wealth Advisors has approximately 5 employees.

Investment ManagementArizona, United States2-10 Employees

The ORIGINAL Strategic Wealth Advisors, we are a family run business operating since January 1999.

Strategic Wealth Advisors, LLC is a fee-only wealth management firm based in Scottsdale, Arizona. We focus on high net worth individuals and families, providing a customized approach to investment management and financial planning.

Our seasoned team of advisors strives to maintain our mission of being our clients' trusted advisor providing, sound financial advice and personalized service.

Insights

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Charles Schwab

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Fidelity Investments

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Morgan Stanley

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