Strategic Wealth Advisors
Strategic Wealth Advisors is a multi-family office headquartered in Scottsdale. Founded in 1999, the family-run firm traces its wealth to advisory fees generated by the founders’ long-standing financial planning practice.
Strategic Wealth Advisors
Strategic Wealth Advisors is a multi-family office headquartered in Scottsdale. Founded in 1999, the family-run firm traces its wealth to advisory fees generated by the founders’ long-standing financial planning practice. It provides investment management, tax planning and concierge family-office services to entrepreneurial families and business owners seeking generational wealth stewardship—delivering integrated planning across portfolios, trusts and legacy goals.
General information
Firm type
Multi Family Office
Year founded
1999
AUM
—
Location
Region
North America
Country
—
City
Scottsdale
Corporate office
9375 East Shea Boulevard Suite 100
Frequently asked questions
What is Strategic Wealth Advisors?
Strategic Wealth Advisors is a multi family office headquartered in Scottsdale.
When was Strategic Wealth Advisors founded?
Strategic Wealth Advisors was founded in 1999.
Where is Strategic Wealth Advisors headquartered?
Strategic Wealth Advisors is headquartered in Scottsdale, in the North America region.
What does Altss track for Strategic Wealth Advisors?
Altss maintains an OSINT-verified profile of Strategic Wealth Advisors 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 Strategic Wealth Advisors's website?
Strategic Wealth Advisors's public website is www.xpertadvice.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Strategic Wealth Advisors?
Strategic Wealth Advisors is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Strategic Wealth Advisors?
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.
How fresh is the Altss profile for Strategic Wealth Advisors?
Strategic Wealth Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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