# R.S. Petrell & Associates

R.S. Petrell & Associates is a Multi Family Office based in Dewitt, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Dewitt, United States
- **Region:** North America
- **Address:** Farmington, CT, United States
- **Assets under management:** Undisclosed
- **Website:** strategicwealthadvisors.com

## Regulatory record

- **CRD number:** 143462
- **SEC file number:** 801-70011
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143462

## About

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.

## Sectors

- Wealth Management
- Financial Planning
- Retirement Planning

## People

- R.S. Petrell — Principal

## Related profiles

- [Assurity Wealth Management](https://altss.com/profile/assurity-wealth-management)
- [Bellatore Financial](https://altss.com/profile/bellatore-financial-inc)

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Last updated: 2026-07-06T01:24:24.784Z

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