STRATEGIC WEALTH PARTNERS, LTD.

CRD 148586File 801-79487

APPROVED

Retail clients

Filing as of Mar 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.64B

Top 25% of cohort (national)

Discretionary AUM

$1.64B

Non-discretionary $8.4M

Clients

3,674

3,674 accounts

Employees

Top 25% of cohort in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 14, 2014
Principal office: 5005 ROCKSIDE ROAD, SUITE 1200, INDEPENDENCE, OH, 44131-6829
Phone: (216) 800-9000
Website: HTTPS://WWW.SWPCONNECT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.64B
Discretionary AUM: $1.64B
Non-discretionary AUM: $8.4M
Discretionary accounts: 3,615
Non-discretionary accounts: 59
Total accounts: 3,674
AUM per client: $448K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	26	$92.2M
Charitable organizations	Fewer than 5	$12.8M
High net worth individuals	1,020	$1.08B
Individuals (other than high net worth individuals)	2,626	$463.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Publications
Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.