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STRATEGIC WEALTH PARTNERS, LTD.
CRD 148586File 801-79487
APPROVED
Retail clients
Filing as of Mar 29, 2026
Feed vintage Oct 1, 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
24
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 19 | 24 | increased by5 |
| Apr 1, 2026 | Clients | 1,778 | 3,674 | increased by1,896 |
| Apr 1, 2026 | AUM | $1,324,195,489 | $1,644,729,979 | increased by$320,534,490 |
| Apr 1, 2026 | Accounts | 3,669 | 3,674 | increased by5 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 18 | 19 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 684 | 1,778 | increased by1,094 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $721,101,186 | $1,324,195,489 | increased by$603,094,303 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,941 | 3,669 | increased by1,728 |
| Apr 1, 2022 | Employees | 13 | 18 | increased by5 |
| Apr 1, 2022 | Clients | 670 | 684 | increased by14 |
| Apr 1, 2022 | AUM | $401,400,000 | $721,101,186 | increased by$319,701,186 |
| Apr 1, 2022 | Accounts | 670 | 1,941 | increased by1,271 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “STRATEGIC WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATEGIC WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.