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STRATOS WEALTH PARTNERS, LTD

CRD 153184 · SEC 801-71457

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3750 PARK EAST DR, STE 200, BEACHWOOD, OH, 44122, United States

Phone

440-519-2500

Fax

855-863-4623

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$18.65B

Discretionary AUM

$17.85B

Team

618 total employees; 352 advisory reps; 376 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS

Org form

Limited Liability Company

Filing date

2026-06-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals20685$5.68B
High net worth individuals4159$11.87B
Pension/profit sharing plans106$75.9M
Charitable organizations121$284.2M
Insurance companies5$20.1M
Corporations/business entities315$702.7M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD