Strategic Wealth Advisors
Multi family office in Scottsdale, United States, founded 1999; focus on healthtech, fintech and industrial.
USEFUL FOR Co-investors
Identity
- HEADQUARTERS
- Scottsdale, United States
- FOUNDED
- 1999
Investment approach
- ROUTES
- Direct investments
Overview
Headquartered in Scottsdale, United States, the firm is listed as a multi family office founded in 1999. Sectors on record are healthtech, fintech, industrial and media. It invests directly in companies; 2 people are named on its team.
People
- Laurie BagleyFounding Principal and Manager · source
- John A. BagleyPrincipal · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
Strategic Wealth Advisors is a multi family office based in Scottsdale, the United States, founded in 1999.
Strategic Wealth Advisors invests directly in companies.
Strategic Wealth Advisors invests in HealthTech, Fintech, Industrial & Manufacturing, Media & Entertainment and Mobility & Logistics.
Key people at Strategic Wealth Advisors include Laurie Bagley (Founding Principal and Manager) and John A. Bagley (Principal).