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STRATEGIC WEALTH PARTNERS, LTD.

INDEPENDENCE, OH · CRD 148586 · IAPD ↗ · swpconnect.com · (216) 800-9000

$1.64BRegulatory AUM
20Advisory reps
24Employees
0Clients
More than 500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
July 2025 — STRATEGIC WEALTH PARTNERS, LTD. notice-filed in PR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
June 2024 — STRATEGIC WEALTH PARTNERS, LTD. notice-filed in IA, MI, MS, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — STRATEGIC WEALTH PARTNERS, LTD. crossed $1B in regulatory AUM ($795.8M -> $1.08B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.