Strategic Wealthcare Advisors, LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
5

Firm details

Headquarters
Carson City, Nevada
CRD number
150689
Fee structure
Other

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 5
  • Darsi Casey

    Darsi Casey

    Managing ShareholderCRD 3272576

  • Lucas Gonzalez

    CRD 8317769

  • Vaughan Debra

    CRD 8317768

Unlock 2 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth