← Directory
STRATOS WEALTH PARTNERS, LTD
CRD 153184File 801-71457
APPROVED
Retail clients
Custody
Filing as of Sep 16, 2026
Feed vintage Oct 1, 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
- Website
- HTTP://WWW.STRATOSCA.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 555 | 618 | increased by63 |
| Apr 1, 2026 | Clients | 21,699 | 25,391 | increased by3,692 |
| Apr 1, 2026 | AUM | $14,471,243,743 | $18,646,381,698 | increased by$4,175,137,955 |
| Apr 1, 2026 | Accounts | 39,538 | 47,696 | increased by8,158 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 497 | 555 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | Yes | No | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 17,542 | 21,699 | increased by4,157 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $11,042,597,178 | $14,471,243,743 | increased by$3,428,646,565 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 31,330 | 39,538 | increased by8,208 |
| Apr 1, 2022 | Employees | 464 | 497 | increased by33 |
| Apr 1, 2022 | Disclosures | No | Yes | |
| Apr 1, 2022 | Clients | 14,418 | 17,542 | increased by3,124 |
| Apr 1, 2022 | AUM | $8,498,228,840 | $11,042,597,178 | increased by$2,544,368,338 |
| Apr 1, 2022 | Accounts | 25,989 | 31,330 | increased by5,341 |
| 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 “STRATOS WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“STRATOS 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.