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STRATOS WEALTH PARTNERS, LTD

BEACHWOOD, OH · CRD 153184 · IAPD ↗ · stratosretirement.com · 440-519-2500

$18.65BRegulatory AUM
352Advisory reps
618Employees
376Clients
More than 500Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — STRATOS WEALTH PARTNERS, LTD added office(s): 101 -> 170 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — STRATOS WEALTH PARTNERS, LTD reported RAUM up 29% ($14.47B -> $18.65B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — STRATOS WEALTH PARTNERS, LTD grew from 325 to 352 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
80
April 2025 — STRATOS WEALTH PARTNERS, LTD grew from 315 to 325 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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