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STRATOS WEALTH PARTNERS, LTD
CRD 153184File 801-71457
APPROVED
Retail clients
Custody
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$18.65B
Top 10% of cohort (national)
Discretionary AUM
$17.85B
Non-discretionary $798.4M
Clients
25,391
47,696 accounts
Employees
618
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 4, 2010
- Principal office
- 3750 PARK EAST DR, STE 200, BEACHWOOD, OH, 44122
- Phone
- 440-519-2500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $18.65B
- Discretionary AUM
- $17.85B
- Non-discretionary AUM
- $798.4M
- Discretionary accounts
- 45,275
- Non-discretionary accounts
- 2,421
- Total accounts
- 47,696
- AUM per client
- $734K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 315 | $702.7M |
| Insurance companies | 5 | $20.1M |
| Charitable organizations | 121 | $284.2M |
| High net worth individuals | 4,159 | $11.87B |
| Banking or thrift institutions | Fewer than 5 | $5.5M |
| Pension and profit sharing plans | 106 | $75.9M |
| Individuals (other than high net worth individuals) | 20,685 | $5.68B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- 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 |
|---|---|---|---|
| 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.