Sgroi Wealth Advisory Group LLC

$1.36BAssets under management
as of Feb 2026 · SEC Form ADV
West Seneca, NY
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Tech stack

No one at Sgroi Wealth Advisory Group LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Sgroi Wealth Advisory Group LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Pcs Retirement
Per Form ADV · $61M held · filed Mar 2024
Altruist
Per Form ADV · filed Mar 2024
Axos Clearing
Per Form ADV · filed Mar 2024
Fidelity
Per Form ADV · filed Mar 2024
Schwab
Per Form ADV · filed Mar 2024