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STRATOS WEALTH ADVISORS LLC
CRD 283816 · SEC 801-108211
3750 PARK EAST DRIVE, SUITE 200, BEACHWOOD, OH, 44122, United States
Phone
(440) 519-2500
Fax
855-863-4623
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.57B
Discretionary AUM
$5.54B
Team
170 total employees; 67 advisory reps; 17 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees; PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3573 | $1.18B |
| High net worth individuals | 1355 | $4.22B |
| Pension/profit sharing plans | 40 | $36.7M |
| Charitable organizations | 10 | $21.0M |
| Corporations/business entities | 45 | $118.0M |
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://veritasboston.com/
- https://www.generationsinvestmentmgt.com/
- https://www.tamarack-trail.com
- http://www.invessent.com
- https://www.flagshipfinancialtn.com/
- https://www.emerituswm.com/
- https://spainsmith.com
- https://renotahoewealthmanagement.com
- https://www.riverviewwealth.com/
- HTTP://WWW.STRATOSWEALTHADVISORS.COM
- https://intersectingwealth.com/
- http://www.rca-online.com
- https://www.synergywm.net/
- https://fellerwealth.com/
- http://www.mytruenorthwp.com/
- https://kenbielejeski.stratoswa.com/
- https://www.mycenturywp.com
- http://www.majiedfinancialgroup.com/
- HTTP://WWW.NILSENFINANCIAL.COM/
- https://www.kowalfinancialadvisors.com/
- https://www.pistonewealth.com
Official SEC filing: View on IAPD