Strategic Wealthcare Advisors, LLC
Firm details
- Headquarters
- Carson City, Nevada
- CRD number
- 150689
- Website
- wealthcareadvisorsllc.com
- Fee structure
- Other
Firm profile
FINTRXOverview
Strategic Wealthcare Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. Publicly available records do not list an SEC registration year. The firm reports a fee structure classified as "other" and does not identify itself as a capital allocator. It is not flagged as an active ESG investor, a multistate adviser, a pension consultant, or a related adviser to another firm. An affiliation with an accounting professional or firm is recorded. The source material does not provide a breakdown of client types or stated advisory specialties, and there are no listed business or advisory activities beyond the basic firm descriptors.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 5
Darsi Casey
Managing ShareholderCRD 3272576
Lucas Gonzalez
CRD 8317769
Vaughan Debra
CRD 8317768
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Carson City, NV
Carson City
Location
Carson City, NV
Headquartered in Carson City, NV, anchoring the Reno-Carson City-Fernley, NV metro in the West.
- Metro area
- Reno-Carson City-Fernley, NV
- Region
- West
- County
- Carson City
- Address
- 503 N Division St
- Time zone
- PT (UTC-8)
- Office locations
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