Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
STRATEGIC WEALTH ADVISORS, LLC
EIN 86-1009023investment managementLatest filing 2025
Plans
2
Retirement
2
$6.6M assets
Welfare
0
Participants
8
9375 E. SHEA BLVD, SUITE 100 - SCOTTSDALE, AZ 85260480-998-1798xpertadvice.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.6M assets / 8 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN
CashBalance
Assets$2.4M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | STRATEGIC WEALTH ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $4.2M | 4 | 2025 | |
| 004 | STRATEGIC WEALTH ADVISORS, LLC CASH BALANCE PLAN | CashBalance | $2.4M | 4 | 2025 |
Retirement plans