Sgroi Wealth Advisory Group LLC
West Seneca, NY·SEC-registered · CRD #289764
Sgroi Wealth Advisory Group LLC is an SEC-registered investment advisory firm in West Seneca, NY managing $1.4B across 7.7k client accounts, with 14 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
7.7k
Advisory staff
14
Fee model
Fee-only
How Sgroi Wealth Advisory Group LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Sgroi Wealth Advisory Group LLC
How much does Sgroi Wealth Advisory Group LLC manage?
Per its most recent SEC Form ADV filing (02/02/2026), Sgroi Wealth Advisory Group LLC reports $1.4B in regulatory assets under management across roughly 7.7k client accounts.
How does Sgroi Wealth Advisory Group LLC charge?
Sgroi Wealth Advisory Group LLC is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Sgroi Wealth Advisory Group LLC a fiduciary?
Yes. Sgroi Wealth Advisory Group LLC is registered with the U.S. Securities and Exchange Commission (CRD #289764), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Sgroi Wealth Advisory Group LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Sgroi Wealth Advisory Group LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Sgroi Wealth Advisory Group LLC's public SEC Form ADV filing (CRD #289764, filed 02/02/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Sgroi Wealth Advisory Group LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Sgroi Wealth Advisory Group LLC? Claim this profile.