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STRATEGIC WEALTH PARTNERS, LTD.

SEC Form ADV profile.

Total regulatory AUM
$1,644,729,979
Discretionary
$1,636,365,021
Non-discretionary
$8,364,958

Firm details

CRD number
148586
SEC file number
801-79487
Main office
INDEPENDENCE, OH, United States
Employees
24
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.