Company Information

Get to know The Strategic Wealth Advisor, LLC.

The Strategic Wealth Advisor, LLC is a Registered Investment Adviser (RIA) firm headquartered in Arizona. Founded on the principle of acting as a fiduciary, the company provides personalized financial planning and discretionary investment management services. They focus on creating customized strategies for clients covering retirement planning, estate planning, risk management, and tax considerations. As a fee-only firm, their revenue comes directly from clients, not from commissions on selling financial products, which is intended to align their interests with those of their clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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The Strategic Wealth Advisor, LLC.

United States

Founded in

1985 (41 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.