# Strategic Wealth Partners Inc.

> Strategic Wealth Partners Inc. is a state-registered investment advisory firm, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 3, 2026.

- CRD: 158483
- Filed as: STRATEGIC WEALTH PARTNERS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Florida
- Filing period: October 2026
- Form ADV filing dated: January 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/158483
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-partners-inc-158483

## Quick answers

**How is Strategic Wealth Partners Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Strategic Wealth Partners Inc. reports these compensation arrangements: a percentage of assets under its management.

**Is Strategic Wealth Partners Inc. registered with the SEC or a state?**
Strategic Wealth Partners Inc. is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 158483.

**How much does Strategic Wealth Partners Inc. manage?**
Strategic Wealth Partners Inc. reports $40,000,000 in regulatory assets under management in its Form ADV filing dated January 3, 2026 (100% discretionary).

**How have Strategic Wealth Partners Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Strategic Wealth Partners Inc.: Regulatory assets under management: $30,200,000 in the October 2021 data and $40,000,000 in the October 2026 data, up 32%. Total employees: 0 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strategic Wealth Partners Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (89).

**Does Strategic Wealth Partners Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/158483

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $40,000,000
- Discretionary: $40,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 89 | $40,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strategicwp.net

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $30,200,000 | 0 | August 17, 2021 |
| October 2026 | $40,000,000 | 1 | January 3, 2026 |

Regulatory assets under management: $30,200,000 in the October 2021 data and $40,000,000 in the October 2026 data, up 32%.
Total employees: 0 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Partners Inc. (CRD 158483): Form ADV filing data as of October 2026.