Strategic Choices Wealth Advisors Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 292525
· South Pasadena, CA
· www.linkedin.com
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ADV data as of Jun 23, 2026
- Regulatory AUM
- $2.9M
- Discretionary
- $0
- Clients
- 43
- Avg AUM / client
- $66.9K
- Accounts
- 43
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 43 | $2.9M | 100.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Alvin D Parra | Registered representative | Jan 2026 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/23/2026 | 1.08 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Mtg, Llc $1.3M (46% of AUM) Jun 2026
- Vestwell Holdings Inc. $666K (23% of AUM) Jun 2026
- Charles Schwab & Co. $488K (17% of AUM) Jun 2026
- Benefit Trust Company $386K (13% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 23, 2026.
View current Form ADV (SEC/IAPD) ↗