Strategic Wealth Partners, Ltd.
Independence, OH·SEC-registered · CRD #148586
Strategic Wealth Partners, Ltd. is an SEC-registered investment advisory firm in Independence, OH managing $1.6B across 3.7k client accounts, with 20 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.6B
Client accounts
3.7k
Advisory staff
20
Fee model
Fee-based
How Strategic Wealth Partners, Ltd. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Strategic Wealth Partners, Ltd.
How much does Strategic Wealth Partners, Ltd. manage?
Per its most recent SEC Form ADV filing (03/29/2026), Strategic Wealth Partners, Ltd. reports $1.6B in regulatory assets under management across roughly 3.7k client accounts.
How does Strategic Wealth Partners, Ltd. charge?
Strategic Wealth Partners, Ltd. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Strategic Wealth Partners, Ltd. a fiduciary?
Yes. Strategic Wealth Partners, Ltd. is registered with the U.S. Securities and Exchange Commission (CRD #148586), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Strategic Wealth Partners, Ltd. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Strategic Wealth Partners, Ltd. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Independence, OH
Profile compiled from Strategic Wealth Partners, Ltd.'s public SEC Form ADV filing (CRD #148586, filed 03/29/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Strategic Wealth Partners, Ltd.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Strategic Wealth Partners, Ltd.? Claim this profile.