{
  "crd_number": 336564,
  "slug": "strategic-wealth-partners-llc-franklin-tn-336564",
  "primary_business_name": "STRATEGIC WEALTH PARTNERS LLC",
  "legal_name": "STRATEGIC WEALTH PARTNERS LLC",
  "dbas": [],
  "city": "Franklin",
  "state": "TN",
  "country": "United States",
  "cbsa_code": "34980",
  "metro": {
    "cbsa_code": "34980",
    "common_name": "Nashville",
    "msa_name": "Nashville-Davidson--Murfreesboro--Franklin, TN",
    "path": "/advisors/tn/nashville"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2025-09-24",
  "years_registered": 1,
  "period": "2026-10-01",
  "filing_date": "2026-07-16",
  "carried_forward": false,
  "raum_total": 101700000.0,
  "raum_discretionary": 101700000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 101700000.0,
      "count": 212
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "FL",
    "IL",
    "KY",
    "LA",
    "NC",
    "NE",
    "NH",
    "OH",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://strategicwealthpartners.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336564",
  "city_as_filed": "FRANKLIN",
  "url": "https://advisorcensus.com/firm/strategic-wealth-partners-llc-franklin-tn-336564",
  "display_name": "Strategic Wealth Partners LLC",
  "summary": "Strategic Wealth Partners LLC is an SEC-registered investment advisory firm in Franklin, TN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 16, 2026.",
  "citation": "AdvisorCensus. Strategic Wealth Partners LLC (CRD 336564): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Wealth Partners LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is Strategic Wealth Partners LLC located?",
      "a": "Strategic Wealth Partners LLC's principal office is in Franklin, TN, according to its Form ADV."
    },
    {
      "q": "Is Strategic Wealth Partners LLC registered with the SEC or a state?",
      "a": "Strategic Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336564."
    },
    {
      "q": "How much does Strategic Wealth Partners LLC manage?",
      "a": "Strategic Wealth Partners LLC reports $101,700,000 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Strategic Wealth Partners LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (212)."
    },
    {
      "q": "Does Strategic Wealth Partners LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/336564"
    },
    {
      "q": "Does Strategic Wealth Partners LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated July 16, 2026 says: \"In general, we require a minimum of twenty-five thousand dollars ($25,000.00) to open and maintain an advisory account. At our discretion, we may waive this minimum account size.\""
    },
    {
      "q": "What changed in Strategic Wealth Partners LLC's recent Form ADV filings?",
      "a": "In the January 2026 filing data: No longer registered or notice-filed in AK, CA, GA, IN, KS, MN, MO, OK, PA, VA, WI."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in AK, CA, GA, IN, KS, MN, MO, OK, PA, VA, WI."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Newly registered with the SEC.",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 16, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$25,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $25,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "In general, we require a minimum of twenty-five thousand dollars ($25,000.00) to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
        ]
      }
    ],
    "quotes": [
      "In general, we require a minimum of twenty-five thousand dollars ($25,000.00) to open and maintain an advisory account. At our discretion, we may waive this minimum account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/strategic-wealth-partners-llc-franklin-tn-336564.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 212,
      "fewer_than_5": false,
      "raum": 101700000.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/336564",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}