Updated:
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 uses documented public records and disclosures, organization submissions, and licensed sources where permitted. Source rights, collection method and factual verification are separate questions; consult the cited source and field-level provenance.
When was R.S. Petrell & Associates's Altss profile last updated?
R.S. Petrell & Associates's source record was modified on July 6, 2026. This is not a field-level verification date. Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: