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R.S. Petrell & Associates
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors is an SEC-registered investment adviser in DeWitt, NY, registered since 2009. The firm manages...
R.S. Petrell & Associates
R.S. Petrell & Associates, LLC d/b/a Strategic Wealth Advisors is an SEC-registered investment adviser in DeWitt, NY, registered since 2009. The firm manages approximately $159 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Dewitt
Corporate office
Farmington, CT, United States
Principals
R.S. Petrell
Principal
Sector focus
Frequently asked questions
What is R.S. Petrell & Associates?
R.S. Petrell & Associates is a multi family office headquartered in Dewitt, United States.
Where is R.S. Petrell & Associates headquartered?
R.S. Petrell & Associates is headquartered in Dewitt, United States, in the North America region.
What does Altss track for R.S. Petrell & Associates?
Altss maintains an OSINT-verified profile of R.S. Petrell & Associates covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is R.S. Petrell & Associates's website?
R.S. Petrell & Associates's public website is strategicwealthadvisors.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is R.S. Petrell & Associates?
R.S. Petrell & Associates is classified by Altss as a Multi Family Office, operating from United States within the North America region.
How does Altss source intelligence on R.S. Petrell & Associates?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was R.S. Petrell & Associates's Altss profile last updated?
R.S. Petrell & Associates's profile on Altss was last refreshed on July 6, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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