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 an LLC and state-registered in Nevada. The firm is owner-operated (listed as individual ownership) and reports a nonstandard fee arrangement described as "Other" rather than a typical AUM- or commission-based schedule. Strategic Wealthcare does not identify as a capital allocator and does not list ESG investing as part of its active approach. The firm lists an industry affiliation with accountants, which may reflect a close working relationship with tax or accounting professionals in delivering client advice. Other business and advisory activity details are not provided in the available record.
Assets & Accounts
Investments & Alternatives
Location & Offices
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

Nicola Neilon
Founder, ShareholderCRD 4745178
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
Similar firms
I3 Investment Partners, LLC
RIACarson City, NV
Aljian Capital Management
RIACarson City, NV
Palisade Investments, LLC
RIAZephyr Cove, NV
Adaptive Wealth Engineering
RIALas Vegas, NV
Schultz Financial Group Incorporated
RIAReno, NV
GW Financial
RIAReno, NV