Strategic Wealth Advisors Employee Directory

Q: What is Strategic Wealth Advisors known for?

Strategic Wealth Advisors was founded in 1999. Strategic Wealth Advisors operates in the Investment Management industry.

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.

Find Strategic Wealth Advisors employees' phone numbers or email addresses

Strategic Wealth Advisors Global Highlights

North America
11

United States Of America
11

Strategic Wealth Advisors's Leadership

L. B.
Founder And Managing Director
Mobile Phone
Email
A. L. P.
Partner - Lpl Financial Advisor
Mobile Phone
Email
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
M. B.
Vice-President
Mobile Phone
Email
J. B.
Principal
Mobile Phone
Email
M. M.
Wealth Advisor
Mobile Phone
Email
C. J.
Executive Officer
Mobile Phone
Email
C. O.
Client Relations Executive
Mobile Phone
Email

Contact profiles from Strategic Wealth Advisors

Name

Title

Contact Info

Location

Last Update

L. B.
Founder And Managing Director
Mobile Phone
Email
United StatesArizona
Oct 27, 2025
A. L. P.
Partner - Lpl Financial Advisor
Mobile Phone
Email
United StatesDelaware
Jan 06, 2025
H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
Nov 21, 2024
M. B.
Vice-President
Mobile Phone
Email
Oct 18, 2024
J. B.
Principal
Mobile Phone
Email
United StatesArizona
Nov 10, 2025
M. M.
Wealth Advisor
Mobile Phone
Email
United StatesArizona
Oct 20, 2025
C. J.
Executive Officer
Mobile Phone
Email
Oct 23, 2024
C. O.
Client Relations Executive
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Strategic Wealth Advisors known for?

Strategic Wealth Advisors was founded in 1999 operates in the Investment Management industry. The company's main headquarters is located in 9375 East Shea Boulevard, Suite 100; you can contact the main corporate office by phone at

+1-480-998-****

. Explore Strategic Wealth Advisors's company overview page for more information.

What is Strategic Wealth Advisors's most common email format?

Strategic Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Advisors email formats with LeadIQ.

How many employees does Strategic Wealth Advisors have currently?

Strategic Wealth Advisors has approximately 5 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are Strategic Wealth Advisors's key employees and leadership?

As of December 2025, Strategic Wealth Advisors's key employees include:

Founder And Managing Director: L. B.
Partner - Lpl Financial Advisor: A. L. P.
Managing Partner And Director Of Investment Management: H. C.
Vice-President: M. B.
Principal: J. B.

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