Key facts
- STRATEGIC WEALTH PARTNERS, LTD. is a other based in INDEPENDENCE, OH.
- STRATEGIC WEALTH PARTNERS, LTD. reports $1.2M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 148586- Regulatory AUM
- $1.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 24
- Registered office
- INDEPENDENCE, OH
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for STRATEGIC WEALTH PARTNERS, LTD. are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is STRATEGIC WEALTH PARTNERS, LTD.'s AUM?
- STRATEGIC WEALTH PARTNERS, LTD. manages approximately $1.2M in assets.