STRATEGIC WEALTH ADVISORS GROUP, INC.
Legal name: STRATEGIC WEALTH ADVISORS GROUP
CRD #140977 SEC #801-67001 SAN MATEO, CA 650.571.1934
SEC Registered
Total AUM
$863.1M
Discretionary
$814.1M
Employees
108
Clients
26
Accounts
4,935
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Apr 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Mar 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Feb 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Jan 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Jan 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Jan 2016 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Oct 2015 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Sep 2015 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Aug 2015 | $863.1M | $814.1M | $49M | 108 | 2,700 |
| Aug 2015 | $612M | $568M | $44M | 58 | 2,100 |
| May 2015 | $612M | $568M | $44M | 58 | 2,100 |
| Apr 2015 | $612M | $568M | $44M | 58 | 2,100 |
| Jan 2015 | $612M | $568M | $44M | 58 | 2,100 |
| Dec 2014 | $612M | $568M | $44M | 58 | 2,100 |
| Nov 2014 | $612M | $568M | $44M | 58 | 2,100 |
| Oct 2014 | $612M | $568M | $44M | 58 | 2,100 |
| Sep 2014 | $612M | $568M | $44M | 58 | 2,100 |
| Sep 2014 | $612M | $568M | $44M | 58 | 2,100 |
| Jul 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| May 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Apr 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Apr 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Mar 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Mar 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Feb 2014 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Dec 2013 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Sep 2013 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Aug 2013 | $560.8M | $502.8M | $58M | 64 | 1,100 |
| Aug 2013 | $507.8M | $423.5M | $84.4M | 62 | 1,800 |
| May 2013 | $507.8M | $423.5M | $84.4M | 62 | 1,800 |
| Apr 2013 | $507.8M | $423.5M | $84.4M | 62 | 1,800 |
| Mar 2013 | $507.8M | $423.5M | $84.4M | 62 | 1,800 |
| Oct 2012 | $507.8M | $423.5M | $84.4M | 6 | 1,800 |
| Aug 2012 | $507.8M | $423.5M | $84.4M | 6 | 1,800 |
| Aug 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Jun 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Mar 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Mar 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Jan 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Jan 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Jan 2012 | $462.9M | $401.8M | $61.1M | 6 | 2,000 |
| Sep 2011 | $420.4M | $390.9M | $29.5M | 10 | -- |
| Apr 2011 | $420.4M | $390.9M | $29.5M | 10 | -- |
| Mar 2011 | $420.4M | $390.9M | $29.5M | 10 | -- |
| Feb 2011 | $420.4M | $390.9M | $29.5M | 10 | -- |
| Jan 2011 | $332.5M | $191.6M | $140.9M | -- | -- |
| Oct 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| Aug 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| Aug 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| Aug 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| Aug 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| May 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| Mar 2010 | $332.5M | $191.6M | $140.9M | -- | -- |
| Oct 2009 | $177.9M | $69M | $108.8M | -- | -- |
| Jul 2009 | $177.9M | $69M | $108.8M | -- | -- |
| May 2009 | $177.9M | $69M | $108.8M | -- | -- |
| Apr 2009 | $177.9M | $69M | $108.8M | -- | -- |
| Sep 2008 | $173.8M | $70.4M | $103.4M | -- | -- |
| Dec 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Nov 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Sep 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Mar 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Feb 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Feb 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Feb 2007 | $39.5M | $0 | $39.5M | -- | -- |
| Dec 2006 | $32.3M | $32.3M | $0 | -- | -- |
| Dec 2006 | $32.3M | $32.3M | $0 | -- | -- |
| Nov 2006 | $32.3M | $32.3M | $0 | -- | -- |
DateJun 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateApr 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateMar 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateFeb 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateJan 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateJan 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateJan 2016
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateOct 2015
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateSep 2015
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateAug 2015
Total AUM$863.1M
Discretionary$814.1M
Non-Disc.$49M
Employees108
Clients2,700
DateAug 2015
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateMay 2015
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateApr 2015
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateJan 2015
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateDec 2014
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateNov 2014
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateOct 2014
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateSep 2014
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateSep 2014
Total AUM$612M
Discretionary$568M
Non-Disc.$44M
Employees58
Clients2,100
DateJul 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateMay 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateApr 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateApr 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateMar 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateMar 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateFeb 2014
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateDec 2013
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateSep 2013
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateAug 2013
Total AUM$560.8M
Discretionary$502.8M
Non-Disc.$58M
Employees64
Clients1,100
DateAug 2013
Total AUM$507.8M
Discretionary$423.5M
Non-Disc.$84.4M
Employees62
Clients1,800
DateMay 2013
Total AUM$507.8M
Discretionary$423.5M
Non-Disc.$84.4M
Employees62
Clients1,800
DateApr 2013
Total AUM$507.8M
Discretionary$423.5M
Non-Disc.$84.4M
Employees62
Clients1,800
DateMar 2013
Total AUM$507.8M
Discretionary$423.5M
Non-Disc.$84.4M
Employees62
Clients1,800
DateOct 2012
Total AUM$507.8M
Discretionary$423.5M
Non-Disc.$84.4M
Employees6
Clients1,800
DateAug 2012
Total AUM$507.8M
Discretionary$423.5M
Non-Disc.$84.4M
Employees6
Clients1,800
DateAug 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateJun 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateMar 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateMar 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateJan 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateJan 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateJan 2012
Total AUM$462.9M
Discretionary$401.8M
Non-Disc.$61.1M
Employees6
Clients2,000
DateSep 2011
Total AUM$420.4M
Discretionary$390.9M
Non-Disc.$29.5M
Employees10
Clients--
DateApr 2011
Total AUM$420.4M
Discretionary$390.9M
Non-Disc.$29.5M
Employees10
Clients--
DateMar 2011
Total AUM$420.4M
Discretionary$390.9M
Non-Disc.$29.5M
Employees10
Clients--
DateFeb 2011
Total AUM$420.4M
Discretionary$390.9M
Non-Disc.$29.5M
Employees10
Clients--
DateJan 2011
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateOct 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateAug 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateAug 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateAug 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateAug 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateMay 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateMar 2010
Total AUM$332.5M
Discretionary$191.6M
Non-Disc.$140.9M
Employees--
Clients--
DateOct 2009
Total AUM$177.9M
Discretionary$69M
Non-Disc.$108.8M
Employees--
Clients--
DateJul 2009
Total AUM$177.9M
Discretionary$69M
Non-Disc.$108.8M
Employees--
Clients--
DateMay 2009
Total AUM$177.9M
Discretionary$69M
Non-Disc.$108.8M
Employees--
Clients--
DateApr 2009
Total AUM$177.9M
Discretionary$69M
Non-Disc.$108.8M
Employees--
Clients--
DateSep 2008
Total AUM$173.8M
Discretionary$70.4M
Non-Disc.$103.4M
Employees--
Clients--
DateDec 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateNov 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateSep 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateMar 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateFeb 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateFeb 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateFeb 2007
Total AUM$39.5M
Discretionary$0
Non-Disc.$39.5M
Employees--
Clients--
DateDec 2006
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees--
Clients--
DateDec 2006
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees--
Clients--
DateNov 2006
Total AUM$32.3M
Discretionary$32.3M
Non-Disc.$0
Employees--
Clients--