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STRATEGIC WEALTH PARTNERS, LTD.
CRD 148586 · SEC 801-79487
5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131-6829, United States
Phone
(216) 800-9000
Fax
(866) 941-5850
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.64B
Discretionary AUM
$1.64B
Team
24 total employees; 20 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2626 | $463.1M |
| High net worth individuals | 1020 | $1.08B |
| Charitable organizations | 2 | $12.8M |
| Corporations/business entities | 26 | $92.2M |
States served
CA, CO, GA, IL, IN, IA, KY, LA, MD, MA, MI, MS, NE, NJ, NY, NC, OH, OR, PA, PR, SC, TN, VA, WV, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD