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STRATEGIC WEALTH PARTNERS

DEERFIELD, IL · CRD 174052 · IAPD ↗ · (224) 632-1600

$3.48BRegulatory AUM
22Advisory reps
45Employees
84Clients
251-500Planning clients
0Private funds
28States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
September 2024 — STRATEGIC WEALTH PARTNERS (DEERFIELD, IL) left the SEC roster (was $3.48B RAUM, 22 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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