Overview
Assets Under Management: $1.3 billion
Headquarters: INDEPENDENCE, OH
High-Net-Worth Clients: 885
Average Client Assets: $1 million
Frequently Asked Questions
STRATEGIC WEALTH PARTNERS, LTD. 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 #148586), STRATEGIC WEALTH PARTNERS, LTD. is subject to fiduciary duty under federal law.
STRATEGIC WEALTH PARTNERS, LTD. is headquartered in INDEPENDENCE, OH.
STRATEGIC WEALTH PARTNERS, LTD. serves 885 high-net-worth clients according to their SEC filing dated July 23, 2025. View client details ↓
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS, LTD. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
STRATEGIC WEALTH PARTNERS, LTD. manages $1.3 billion in client assets according to their SEC filing dated July 23, 2025.
According to their SEC Form ADV, STRATEGIC WEALTH PARTNERS, LTD. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 885
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.27
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 3,669
Discretionary Accounts: 3,632
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 148586
Filing ID: 2002846
Last Filing Date: 2025-07-23 15:21:00
Website: https://swpconnect.com