SGROI WEALTH ADVISORY GROUP LLC
CRD #289764 SEC #801-112067 WEST SENECA, NY 716-674-6700
SEC Registered Disclosures
Total AUM
$1.1B
Discretionary
$1.1B
Employees
27
Clients
--
Accounts
6,848
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.1B | $1.1B | $0 | 27 | 0 |
| Apr 2025 | $1.1B | $1.1B | $0 | 27 | 0 |
| Mar 2025 | $1.1B | $1.1B | $0 | 27 | 0 |
| Mar 2024 | $939M | $939M | $0 | 25 | 0 |
| Mar 2023 | $691.6M | $691.6M | $0 | 22 | 0 |
| Mar 2022 | $707.2M | $707.2M | $0 | 22 | 0 |
| Mar 2021 | $563.4M | $563.4M | $0 | 25 | 0 |
| May 2020 | $411.4M | $411.4M | $0 | 25 | 0 |
| May 2020 | $411.4M | $411.4M | $0 | 25 | 0 |
| Mar 2020 | $411.4M | $411.4M | $0 | 25 | 0 |
| Mar 2019 | $295.6M | $295.6M | $0 | 23 | 0 |
| Mar 2019 | $295.6M | $295.6M | $0 | 23 | 0 |
| Oct 2018 | $277.5M | $277.5M | $0 | 20 | 0 |
| Sep 2018 | $277.5M | $277.5M | $0 | 20 | 0 |
| Jun 2018 | $277.5M | $277.5M | $0 | 20 | 0 |
| Jun 2018 | $277.5M | $277.5M | $0 | 20 | 0 |
| Jan 2018 | $192.9M | $192.9M | $0 | 20 | 0 |
| Dec 2017 | $0 | $0 | $0 | 18 | 0 |
| Oct 2017 | $0 | $0 | $0 | 18 | 0 |
DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees27
Clients0
DateApr 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees27
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees27
Clients0
DateMar 2024
Total AUM$939M
Discretionary$939M
Non-Disc.$0
Employees25
Clients0
DateMar 2023
Total AUM$691.6M
Discretionary$691.6M
Non-Disc.$0
Employees22
Clients0
DateMar 2022
Total AUM$707.2M
Discretionary$707.2M
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$563.4M
Discretionary$563.4M
Non-Disc.$0
Employees25
Clients0
DateMay 2020
Total AUM$411.4M
Discretionary$411.4M
Non-Disc.$0
Employees25
Clients0
DateMay 2020
Total AUM$411.4M
Discretionary$411.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2020
Total AUM$411.4M
Discretionary$411.4M
Non-Disc.$0
Employees25
Clients0
DateMar 2019
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees23
Clients0
DateMar 2019
Total AUM$295.6M
Discretionary$295.6M
Non-Disc.$0
Employees23
Clients0
DateOct 2018
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees20
Clients0
DateSep 2018
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees20
Clients0
DateJun 2018
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees20
Clients0
DateJun 2018
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees20
Clients0
DateJan 2018
Total AUM$192.9M
Discretionary$192.9M
Non-Disc.$0
Employees20
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0
DateOct 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees18
Clients0