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STRATOS WEALTH PARTNERS, LTD
CRD 153184 · SEC 801-71457
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20685 | $5.68B |
| High net worth individuals | 4159 | $11.87B |
| Pension/profit sharing plans | 106 | $75.9M |
| Charitable organizations | 121 | $284.2M |
| Insurance companies | 5 | $20.1M |
| Corporations/business entities | 315 | $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
- https://mystratosplan.com/
- HTTP://WWW.JOHNNIELSEN.STRATOSWP.COM
- https://www.capturewealthmanagement.com
- http://www.claricitywealth.com
- HTTPS://WWW.FACEBOOK.COM/STRATOSWEALTHPARTNERSLTD/
- https://legatoprivatewealth.com/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/STRATOS-WEALTH-PARTNERS/
- https://www.kenrenfro.com/
- http://www.stratosobx.com
- HTTP://WWW.JERVISFINANCIALGROUP.COM
- HTTP://WWW.BARTONSPECTORWEALTH.COM
- HTTP://WWW.EVERVESTFINANCIAL.COM
- https://pettinellifp.com
- http://www.stratosmaryland.com
- HTTP://WWW.STRATOSWESTLAKE.COM
- HTTP://WWW.FREDERICKWELLS.COM
- HTTP://WWW.ACORNINVESTMENTSTRATEGIES.COM
- HTTP://WWW.STRATOSNEWORLEANS.COM
- https://www.horizonwealth.com/
- https://www.stratossedonaflag.com/
- http://www.brackensfsn.com/
- HTTP://WWW.NORTHSTARSWP.COM
- https://www.weavewealth.com/
- HTTP://WWW.BWMFINANCIAL.COM
- https://www.belvederewealthpartners.com
- https://Myharmonywealthadvisors.com
- http://www.paultramontozzi.com/
- HTTP://WWW.GANDGWEALTH.COM
- HTTP://WWW.VANKIRKWA.COM
- HTTP://WWW.BRACCIANTE.COM
- HTTP://WWW.AJAINWEALTHMANAGEMENT.COM
- HTTP://WWW.FIRSTWEALTHFINANCIALGROUP.COM
- https://www.pattiwm.com
- HTTP://WWW.STRATOSMD.COM
- HTTP://WWW.BUTSONSTRATOSWP.COM
- http://www.twentyfourwealth.com
- https://www.jordheimandambrose.com/
- http://www.wealthadvocategroup.com
- HTTP://WWW.COLUMBIAFINANCIALINC.COM
- HTTP://WWW.CAVUFINANCIAL.COM
- http://www.outcomepw.com
- https://www.sheerbrookwm.com/
- HTTP://WWW.COY-KAMPHFINANCIALGROUP.COM
- http://www.lupicastratoswp.com
- HTTP://WWW.RILEYECHOLSWEALTHMANAGEMENT.COM
- https://www.olympusprivatewealthadvisors.com/
- http://www.turcottewm.com
- https://www.truviumwealth.com
- https://caligiurifinancial.com/
- http://www.healdfinancial.com
- HTTP://WWW.WEALTHMANAGEMENTKMG.COM
- https://www.parkviewpcm.com/
- HTTP://WWW.STRATOSWEALTHPARTNERS.COM
- HTTP://WWW.DALTON-INVESTMENTS.COM
- HTTP://WWW.GRANTULRICK.COM
- https://x.com/Stratos_Wealth
- https://www.heritagefinancialpartners.com
- HTTP://WWW.LIAMGUINEY.COM
- http://www.teampwm.stratoswp.com
- HTTP://WWW.THEKELLEYFINANCIALGROUP.COM
- HTTP://WWW.BRUCELINDVIG.COM
- http://www.financialwellnesspartners.com
- HTTP://WWW.WHITEBLAZEWM.COM
- HTTP://WWW.JOINSTRATOS.COM
- https://freitaswmg.com/
- http://www.bncwp.com/
- HTTP://WWW.PLANFORYOURTOMORROW.COM
- http://www.life-as-planned.com
- https://www.cardinalcapitalmgmt.com
- http://www.realinvestmenthelp.com
- http://www.firstgenesisva.com/
- HTTP://WWW.STRATOSCA.COM
- HTTP://WWW.CERTUSWEALTHADVISORS.COM
- https://www.youngamericanwm.com/
- http://www.ClientCentricFinancialAdvisors.com
- https://www.mmwealthadvisory.com/
- HTTP://WWW.SCHRAMMFINANCIAL.COM
- HTTP://WWW.FINANCIALDESIGNOHIO.COM
- https://samerhilal.com/
- https://www.ptmfinancial.com/
- https://www.avlwealthcare.com
- https://anthonyveiga.com
- HTTP://WWW.STRATOSRETIREMENT.COM
- HTTP://WWW.STRATOSUTAH.COM
- http://www.davidwmg.com/
- http://www.northstarswp.com/
- http://www.frederickwells.com
- https://www.elcaminowm.com/
- HTTP://WWW.JMFRANKLINCOMPANY.COM
- HTTP://WWW.PRESCOTTWEALTHMANAGEMENT.COM
- https://www.beamcapitalpartners.com
- HTTPS://WWW.FIDUCIARYINVESTING.NET
Official SEC filing: View on IAPD