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STRATEGIC WEALTH PARTNERS INC.

STRATEGIC WEALTH PARTNERS, INC.

CRD 158483 · SEC 801-72682

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$40.0M

Discretionary AUM

$40.0M

Team

1 total employees; 1 advisory reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-03

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)

Client types

TypeClientsAUM
High net worth individuals89$40.0M

All web addresses on file

Official SEC filing: View on IAPD