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| Strategic Wealth Partners LLC
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|---|---|
| CRD # | 336564 |
| SEC # | 801-134414 |
| CIK # | 0001720777, 0001682677 |
| AUM | 101.7 M (2026-03-17) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 407-310-3354 |
| Address | 230 Franklin Rd Franklin, TN 37064 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 42.1 | ||
| Apple Inc | 37.8 | ||
| Alphabet Inc | 37.7 | ||
| Broadcom Inc | 27.1 | ||
| Nvidia Corp | 18.6 | ||
| AMB Property Corp | 18.4 | ||
| Facebook Inc | 18.0 | ||
| International Business Machines Corp | 17.9 | ||
| J P Morgan Chase & Co | 17.7 | ||
| Oracle Corp | 16.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 212 | 101.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 672 | 101.7 |
| By Discretionary | ||
| Discretionary | 672 | 101.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 672 | 101.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.7 | |
| Total | 672 | 101.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001682677] | |
| 13F-HR | [0001720777] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
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Integrated Benefits Incorporated
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