RS PETRELL & ASSOCIATES, LLC
Legal name: R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS
CRD #143462 SEC #801-70011 DEWITT, NY 315-218-7350
SEC Registered Disclosures
Total AUM
$146.7M
Discretionary
$0
Employees
3
Clients
1
Accounts
444
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $146.7M | $0 | $146.7M | 3 | 0 |
| Feb 2025 | $146.7M | $0 | $146.7M | 3 | 0 |
| Feb 2024 | $124.7M | $0 | $124.7M | 3 | 0 |
| Oct 2023 | $116.5M | $0 | $116.5M | 5 | 0 |
| Mar 2023 | $116.5M | $0 | $116.5M | 5 | 0 |
| Oct 2022 | $130.1M | $0 | $130.1M | 5 | 0 |
| Aug 2022 | $130.1M | $0 | $130.1M | 5 | 0 |
| Mar 2022 | $130.1M | $0 | $130.1M | 4 | 0 |
| Mar 2021 | $122.7M | $0 | $122.7M | 4 | 0 |
| Aug 2020 | $116M | $0 | $116M | 4 | 0 |
| Jun 2020 | $116M | $0 | $116M | 4 | 0 |
| Jun 2020 | $116M | $0 | $116M | 4 | 0 |
| Mar 2020 | $116M | $0 | $116M | 4 | 0 |
| Mar 2019 | $105.8M | $0 | $105.8M | 4 | 0 |
| Feb 2018 | $116.4M | $0 | $116.4M | 4 | 0 |
| Feb 2017 | $95.2M | $0 | $95.2M | 3 | 400 |
| Mar 2016 | $90.2M | $0 | $90.2M | 3 | 300 |
| Oct 2015 | $94.2M | $0 | $94.2M | 3 | 300 |
| May 2015 | $94.2M | $0 | $94.2M | 3 | 300 |
| Mar 2015 | $94.2M | $0 | $94.2M | 3 | 300 |
| May 2014 | $79.9M | $0 | $79.9M | 3 | 300 |
| Mar 2014 | $79.9M | $0 | $79.9M | 3 | 300 |
| Mar 2013 | $70.2M | $0 | $70.2M | 3 | 300 |
| Oct 2012 | $76.9M | $0 | $76.9M | 1 | 300 |
| Oct 2012 | $76.9M | $0 | $76.9M | 1 | 300 |
| Sep 2012 | $76.9M | $72.4M | $4.4M | 1 | 300 |
| May 2012 | $76.9M | $72.4M | $4.4M | 1 | 300 |
| Mar 2012 | $76.9M | $72.4M | $4.4M | 1 | 300 |
| Mar 2012 | $76.9M | $72.4M | $4.4M | 1 | 300 |
| Feb 2011 | $41.5M | $40.5M | $1M | 5 | -- |
| Jan 2011 | $41.5M | $40.5M | $1M | 5 | -- |
| Sep 2010 | $36M | $0 | $36M | 5 | -- |
| Mar 2010 | $36M | $0 | $36M | 5 | -- |
| May 2009 | $28M | $0 | $28M | 5 | -- |
| Apr 2009 | $28M | $0 | $28M | 5 | -- |
| Mar 2009 | $28M | $0 | $28M | 5 | -- |
DateNov 2025
Total AUM$146.7M
Discretionary$0
Non-Disc.$146.7M
Employees3
Clients0
DateFeb 2025
Total AUM$146.7M
Discretionary$0
Non-Disc.$146.7M
Employees3
Clients0
DateFeb 2024
Total AUM$124.7M
Discretionary$0
Non-Disc.$124.7M
Employees3
Clients0
DateOct 2023
Total AUM$116.5M
Discretionary$0
Non-Disc.$116.5M
Employees5
Clients0
DateMar 2023
Total AUM$116.5M
Discretionary$0
Non-Disc.$116.5M
Employees5
Clients0
DateOct 2022
Total AUM$130.1M
Discretionary$0
Non-Disc.$130.1M
Employees5
Clients0
DateAug 2022
Total AUM$130.1M
Discretionary$0
Non-Disc.$130.1M
Employees5
Clients0
DateMar 2022
Total AUM$130.1M
Discretionary$0
Non-Disc.$130.1M
Employees4
Clients0
DateMar 2021
Total AUM$122.7M
Discretionary$0
Non-Disc.$122.7M
Employees4
Clients0
DateAug 2020
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees4
Clients0
DateJun 2020
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees4
Clients0
DateJun 2020
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees4
Clients0
DateMar 2020
Total AUM$116M
Discretionary$0
Non-Disc.$116M
Employees4
Clients0
DateMar 2019
Total AUM$105.8M
Discretionary$0
Non-Disc.$105.8M
Employees4
Clients0
DateFeb 2018
Total AUM$116.4M
Discretionary$0
Non-Disc.$116.4M
Employees4
Clients0
DateFeb 2017
Total AUM$95.2M
Discretionary$0
Non-Disc.$95.2M
Employees3
Clients400
DateMar 2016
Total AUM$90.2M
Discretionary$0
Non-Disc.$90.2M
Employees3
Clients300
DateOct 2015
Total AUM$94.2M
Discretionary$0
Non-Disc.$94.2M
Employees3
Clients300
DateMay 2015
Total AUM$94.2M
Discretionary$0
Non-Disc.$94.2M
Employees3
Clients300
DateMar 2015
Total AUM$94.2M
Discretionary$0
Non-Disc.$94.2M
Employees3
Clients300
DateMay 2014
Total AUM$79.9M
Discretionary$0
Non-Disc.$79.9M
Employees3
Clients300
DateMar 2014
Total AUM$79.9M
Discretionary$0
Non-Disc.$79.9M
Employees3
Clients300
DateMar 2013
Total AUM$70.2M
Discretionary$0
Non-Disc.$70.2M
Employees3
Clients300
DateOct 2012
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees1
Clients300
DateOct 2012
Total AUM$76.9M
Discretionary$0
Non-Disc.$76.9M
Employees1
Clients300
DateSep 2012
Total AUM$76.9M
Discretionary$72.4M
Non-Disc.$4.4M
Employees1
Clients300
DateMay 2012
Total AUM$76.9M
Discretionary$72.4M
Non-Disc.$4.4M
Employees1
Clients300
DateMar 2012
Total AUM$76.9M
Discretionary$72.4M
Non-Disc.$4.4M
Employees1
Clients300
DateMar 2012
Total AUM$76.9M
Discretionary$72.4M
Non-Disc.$4.4M
Employees1
Clients300
DateFeb 2011
Total AUM$41.5M
Discretionary$40.5M
Non-Disc.$1M
Employees5
Clients--
DateJan 2011
Total AUM$41.5M
Discretionary$40.5M
Non-Disc.$1M
Employees5
Clients--
DateSep 2010
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateMar 2010
Total AUM$36M
Discretionary$0
Non-Disc.$36M
Employees5
Clients--
DateMay 2009
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--
DateApr 2009
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--
DateMar 2009
Total AUM$28M
Discretionary$0
Non-Disc.$28M
Employees5
Clients--