# Strategic Wealth Advisors

Strategic Wealth Advisors is a Multi Family Office based in Scottsdale, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Scottsdale, AZ, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** xpertadvice.com
- **LinkedIn:** https://www.linkedin.com/company/strategic-wealth-advisors-llc

## Regulatory record

- **CRD number:** 114167
- **SEC file number:** 801-62947
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/114167

## About

Strategic Wealth Advisors was established in 1999 by Laurie Bagley, a former JPMorgan VP, and her husband John A. Bagley, a CPA with real estate experience. The firm’s capital base originated in recurring advisory fees rather than a single operating business or inheritance. The office allocates across growth-stage direct co-investments, fund-of-funds commitments, real estate, infrastructure and distressed situations. Confirmed geographic reach includes North America, Europe, Asia and the Middle East. Sector exposure spans Healthcare Services, FinTech, Industrial Tech, Media & Entertainment, Mobility & Transportation and Supply Chain & Logistics. The Bagleys maintain a small team and operate from a single Scottsdale location. Laurie Bagley holds memberships in the Phoenix CFA Society and CFA Institute; John Bagley has served on the University of Arizona Phoenix Alumni Board. No material operational events have been recorded in the last 24 months. The firm’s structure remains a traditional multi-family office without external capital raises or public vehicles, preserving direct control over client mandates and succession within the founding family.

## Sectors

- Healthcare Services
- FinTech
- Industrial Tech
- Media & Entertainment
- Mobility & Transportation
- Supply Chain & Logistics

## People

- Laurie Bagley — Founding Principal and Manager
- John A. Bagley — Principal

## Questions

### Who runs investment decisions at Strategic Wealth Advisors?

Laurie Bagley serves as Founding Principal and Manager. John A. Bagley acts as Principal with input on real estate and tax matters.

### How does Strategic Wealth Advisors source proprietary deal flow?

The firm relies on long-standing relationships from its financial planning practice and regional networks including the Phoenix CFA Society.

### Does Strategic Wealth Advisors participate in fund commitments or only direct deals?

The firm uses both fund-of-funds commitments and direct co-investments or SPVs.

## Related profiles

- [Sterling Trustees](https://altss.com/profile/sterling-trustees)
- [Striker Partners](https://altss.com/profile/striker-partners-graham-family-private-equity-arm)

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Last updated: 2026-06-03T20:00:00.000Z

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