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STRATEGIC WEALTH PARTNERS LLC

FRANKLIN, TN · CRD 336564 · IAPD ↗ · strategicwealthpartners.net · 615-722-9990

$101.7MRegulatory AUM
2Advisory reps
4Employees
0Clients
51-100Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
December 2025 — STRATEGIC WEALTH PARTNERS LLC (FRANKLIN, TN) is newly SEC-registered with $101.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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