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STRATOS WEALTH ADVISORS LLC

BEACHWOOD, OH · CRD 283816 · IAPD ↗ · spainsmith.com · (440) 519-2500

$5.57BRegulatory AUM
67Advisory reps
170Employees
17Clients
11-25Planning clients
0Private funds
51States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — STRATOS WEALTH ADVISORS LLC shrank from 76 to 67 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
79
April 2025 — STRATOS WEALTH ADVISORS LLC grew from 67 to 76 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
77
April 2024 — STRATOS WEALTH ADVISORS LLC grew from 60 to 67 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
February 2024 — STRATOS WEALTH ADVISORS LLC added office(s): 27 -> 31 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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