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STRATEGIC WEALTH PARTNERS LLC

CRD 336564 · SEC 801-134414

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230 FRANKLIN RD, BUILDING 2B, FRANKLIN, TN, 37064, United States

Phone

407-310-3354

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$101.7M

Discretionary AUM

$101.7M

Team

4 total employees; 2 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-17

Disciplinary history

No

Services

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

Client types

TypeClientsAUM
High net worth individuals212$101.7M

States served

AZ, CO, IL, KY, LA, NE, NC, OH, SC, TN, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD