Overview
Assets Under Management: $102 million
Headquarters: FRANKLIN, TN
High-Net-Worth Clients: 212
Average Client Assets: $479,716
Frequently Asked Questions
STRATEGIC WEALTH PARTNERS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #336564), STRATEGIC WEALTH PARTNERS LLC is subject to fiduciary duty under federal law.
STRATEGIC WEALTH PARTNERS LLC is headquartered in FRANKLIN, TN.
STRATEGIC WEALTH PARTNERS LLC serves 212 high-net-worth clients according to their SEC filing dated November 07, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STRATEGIC WEALTH PARTNERS LLC manages $102 million in client assets according to their SEC filing dated November 07, 2025.
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 212
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $479,716
Total Client Accounts: 672
Discretionary Accounts: 672
Regulatory Filings
CRD Number: 336564
Filing ID: 2026307
Last Filing Date: 2025-11-07 13:59:40
Website: 1