What departments does Strategic Wealth Advisors have?

Strategic Wealth Advisors has employees across 2 departments including Finance, Customer Success.

What is the largest department at Strategic Wealth Advisors?

The largest department at Strategic Wealth Advisors is Finance with 1 employees.

Where are Strategic Wealth Advisors employees located globally?

Strategic Wealth Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Strategic Wealth Advisors's team size changed over time?

Strategic Wealth Advisors's team has remained stable from approximately 3 to 3 employees based on available data.

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Strategic Wealth Advisors Employee Directory

Investment ManagementArizona, United States2-10 Employees

Strategic Wealth Advisors is a Scottsdale, Arizona-based fee-only wealth management firm that has operated since January 1999 as a family-run business. It serves high net worth individuals and families, offering a customized approach to investment management and financial planning aimed at providing trusted, personalized financial guidance. The firm positions itself within the investment management industry as a dedicated advisory partner focused on sound financial advice and client-centric service delivery. With a small professional team, the company emphasizes a long-standing mission of acting as a trusted advisor to clients, delivering tailored strategies rather than standardized solutions. A recent development noted is the firm’s continued operation under its original name, underscoring its enduring presence in the Scottsdale area.

Strategic Wealth Advisors Global Highlights

North America
9

United States Of America
9

Strategic Wealth Advisors's Leadership

H. C.
Managing Partner And Director Of Investment Management
Mobile Phone
Email
M. B.
Vice-President
Mobile Phone
Email
N. A.
Director Of Client Services
Mobile Phone
Email
C. J.
Executive Officer
Mobile Phone
Email
C. O.
Client Relations Executive
Mobile Phone
Email

Strategic Wealth Advisors Employee Metrics

100%

50%

2026

2025

Banking
Business
Accounting
Administrative
Analytics
Other

Contact profiles from Strategic Wealth Advisors

Name

Title

Contact Info

Location

Last Update

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
N. A.
Director Of Client Services
Mobile Phone
Email
Oct 22, 2024
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; 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 July 2026. These team members are located across 1 continents, including North America.

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

As of July 2026, Strategic Wealth Advisors's key employees include:

Managing Partner And Director Of Investment Management: H. C.
Vice-President: M. B.
Director Of Client Services: N. A.
Executive Officer: C. J.
Client Relations Executive: C. O.

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Strategic Wealth Advisors Employee Directory

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