{
  "crd_number": 148586,
  "slug": "strategic-wealth-partners-ltd-independence-oh-148586",
  "primary_business_name": "STRATEGIC WEALTH PARTNERS, LTD.",
  "legal_name": "STRATEGIC WEALTH PARTNERS, LTD.",
  "dbas": [],
  "city": "Independence",
  "state": "OH",
  "country": "United States",
  "cbsa_code": "17410",
  "metro": {
    "cbsa_code": "17410",
    "common_name": "Cleveland",
    "msa_name": "Cleveland, OH",
    "path": "/advisors/oh/cleveland"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2014-04-14",
  "years_registered": 12,
  "period": "2026-10-01",
  "filing_date": "2026-03-29",
  "carried_forward": false,
  "raum_total": 1644729979.0,
  "raum_discretionary": 1636365021.0,
  "raum_non_discretionary": 8364958.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 20,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 12839921.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 463134107.0,
      "count": 2626
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1076546338.0,
      "count": 1020
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 92209613.0,
      "count": 26
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "pension_consulting",
    "periodicals_newsletters",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "IA",
    "IL",
    "IN",
    "KY",
    "LA",
    "MA",
    "MD",
    "MI",
    "MS",
    "NC",
    "NE",
    "NH",
    "NJ",
    "NY",
    "OH",
    "OR",
    "PA",
    "PR",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WV"
  ],
  "websites": [
    "https://swpconnect.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/148586",
  "city_as_filed": "INDEPENDENCE",
  "url": "https://advisorcensus.com/firm/strategic-wealth-partners-ltd-independence-oh-148586",
  "display_name": "Strategic Wealth Partners, Ltd.",
  "summary": "Strategic Wealth Partners, Ltd. is an SEC-registered investment advisory firm in Independence, OH, registered since 2014, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 29, 2026.",
  "citation": "AdvisorCensus. Strategic Wealth Partners, Ltd. (CRD 148586): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Publication of periodicals or newsletters",
    "Educational seminars/workshops"
  ],
  "quick_answers": [
    {
      "q": "How is Strategic Wealth Partners, Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Strategic Wealth Partners, Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "What does Strategic Wealth Partners, Ltd.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 29, 2026 states: Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Strategic Wealth Partners, Ltd. located?",
      "a": "Strategic Wealth Partners, Ltd.'s principal office is in Independence, OH, according to its Form ADV; the April 2026 filing also lists 5 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Strategic Wealth Partners, Ltd. registered with the SEC or a state?",
      "a": "Strategic Wealth Partners, Ltd. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 148586."
    },
    {
      "q": "How much does Strategic Wealth Partners, Ltd. manage?",
      "a": "Strategic Wealth Partners, Ltd. reports $1,644,729,979 in regulatory assets under management in its Form ADV filing dated March 29, 2026 (99% discretionary)."
    },
    {
      "q": "How have Strategic Wealth Partners, Ltd.'s assets and staff changed since 2021?",
      "a": "In the Form ADV data for Strategic Wealth Partners, Ltd.: Regulatory assets under management: $401,400,000 in the October 2021 data and $1,644,729,979 in the October 2026 data, up 310%. Total employees: 13 in October 2021 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Strategic Wealth Partners, Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (2,626); high net worth individuals (1,020); corporations or other businesses not listed above (26)."
    },
    {
      "q": "Which custodians does Strategic Wealth Partners, Ltd. use?",
      "a": "Strategic Wealth Partners, Ltd.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Strategic Wealth Partners, Ltd. 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/148586"
    },
    {
      "q": "What changed in Strategic Wealth Partners, Ltd.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Employees performing advisory functions went from 19 to 20. Regulatory assets under management went from $1,324,195,489 to $1,644,729,979 (+24%). No longer lists an office in Dallas, TX."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 401400000.0,
      "total_employees": 13,
      "filing_date": "2021-06-11"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 721101186.0,
      "total_employees": 18,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 795833306.0,
      "total_employees": 20,
      "filing_date": "2023-09-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1083606865.0,
      "total_employees": 23,
      "filing_date": "2024-05-31"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1324195489.0,
      "total_employees": 19,
      "filing_date": "2025-07-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1644729979.0,
      "total_employees": 24,
      "filing_date": "2026-03-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 19 to 20.",
        "Regulatory assets under management went from $1,324,195,489 to $1,644,729,979 (+24%).",
        "No longer lists an office in Dallas, TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 29, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.2% to 2% a year",
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual fees range from 0.20% to 2.00%, depending on the size and complexity of an account."
        ]
      }
    ],
    "quotes": [
      "The annual fees range from 0.20% to 2.00%, depending on the size and complexity of an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/strategic-wealth-partners-ltd-independence-oh-148586.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 2626,
      "fewer_than_5": false,
      "raum": 463134107.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1020,
      "fewer_than_5": false,
      "raum": 1076546338.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 12839921.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 26,
      "fewer_than_5": false,
      "raum": 92209613.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "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/148586",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}