# Strategic Wealth Partners LLC

> 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.

- CRD: 336564
- Filed as: STRATEGIC WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: July 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/336564
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-partners-llc-franklin-tn-336564

## Quick answers

**How is Strategic Wealth Partners LLC compensated?**
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).

**Where is Strategic Wealth Partners LLC located?**
Strategic Wealth Partners LLC's principal office is in Franklin, TN, according to its Form ADV.

**Is Strategic Wealth Partners LLC registered with the SEC or a state?**
Strategic Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 336564.

**How much does Strategic Wealth Partners LLC manage?**
Strategic Wealth Partners LLC reports $101,700,000 in regulatory assets under management in its Form ADV filing dated July 16, 2026 (100% discretionary).

**What types of clients does Strategic Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (212).

**Does Strategic Wealth Partners LLC report any disciplinary disclosures?**
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

**Does Strategic Wealth Partners LLC state an account minimum?**
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."

**What changed in Strategic Wealth Partners LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in AK, CA, GA, IN, KS, MN, MO, OK, PA, VA, WI.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated July 16, 2026)

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $101,700,000
- Discretionary: $101,700,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 212 | $101,700,000 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, FL, IL, KY, LA, NC, NE, NH, OH, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in AK, CA, GA, IN, KS, MN, MO, OK, PA, VA, WI.

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Partners LLC (CRD 336564): Form ADV filing data as of October 2026.