# Strategic Wealth Partners, Ltd.

> 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.

- CRD: 148586
- Filed as: STRATEGIC WEALTH PARTNERS, LTD.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Independence, OH
- Filing period: October 2026
- Form ADV filing dated: March 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/148586
- AdvisorCensus page: https://advisorcensus.com/firm/strategic-wealth-partners-ltd-independence-oh-148586

## Quick answers

**How is Strategic Wealth Partners, Ltd. compensated?**
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).

**How much does Strategic Wealth Partners, Ltd. charge?**
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.

**Where is Strategic Wealth Partners, Ltd. located?**
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).

**Is Strategic Wealth Partners, Ltd. registered with the SEC or a state?**
Strategic Wealth Partners, Ltd. is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 148586.

**How much does Strategic Wealth Partners, Ltd. manage?**
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).

**How have Strategic Wealth Partners, Ltd.'s assets and staff changed since 2021?**
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.

**What types of clients does Strategic Wealth Partners, Ltd. serve?**
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).

**Which custodians does Strategic Wealth Partners, Ltd. use?**
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.

**Does Strategic Wealth Partners, Ltd. 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/148586

**What changed in Strategic Wealth Partners, Ltd.'s recent Form ADV filings?**
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.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 29, 2026)

- Asset-based fee: 0.2% to 2% a year (a range, as the brochure states it)

> The annual fees range from 0.20% to 2.00%, depending on the size and complexity of an account.

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,644,729,979
- Discretionary: $1,636,365,021
- Non-discretionary: $8,364,958

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 2,626 | $463,134,107 |
| High net worth individuals | 1,020 | $1,076,546,338 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 2 | $12,839,921 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 26 | $92,209,613 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2014 (12 years)
- Employees: 24 total, 20 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: 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
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Alpharetta, GA
- Columbia, MD
- Los Angeles, CA
- Walnut Creek, CA
- Wellesley, MA

### Websites listed on Form ADV (Item 1.I)
- swpconnect.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $401,400,000 | 13 | June 11, 2021 |
| October 2022 | $721,101,186 | 18 | September 2, 2022 |
| October 2023 | $795,833,306 | 20 | September 22, 2023 |
| October 2024 | $1,083,606,865 | 23 | May 31, 2024 |
| October 2025 | $1,324,195,489 | 19 | July 23, 2025 |
| October 2026 | $1,644,729,979 | 24 | March 29, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strategic Wealth Partners, Ltd. (CRD 148586): Form ADV filing data as of October 2026.