R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Legal name: RS PETRELL & ASSOCIATES, LLC

CRD 143462File 801-70011

APPROVED

Retail clients

Custody

Disclosure events

Filing as of Feb 4, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$159.1M

Bottom 25% of cohort (national)

Discretionary AUM

Non-discretionary $159.1M

Clients

291

446 accounts

Employees

Bottom 25% of cohort in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Apr 1, 2009
Principal office: 5784 WIDEWATERS PARKWAY, FIRST FLOOR, DEWITT, NY, 13214
Phone: 315-218-7350
Website: HTTPS://STRATEGICWEALTHADVISORS.NET

Assets & accounts

ADV Item 5F

Total regulatory AUM: $159.1M
Discretionary AUM: $0
Non-discretionary AUM: $159.1M
Discretionary accounts: 0
Non-discretionary accounts: 446
Total accounts: 446
AUM per client: $547K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	118	$138.2M
Pension and profit sharing plans	4	$3.4M
Individuals (other than high net worth individuals)	169	$17.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

Q11
Q11E4

Filed changes

Date	Field	From	To
Aug 17, 2026	Custody	false	true
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.