Strategic Wealth Partners Ltd


Assets, Funds, Holdings

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Strategic Wealth Partners Ltd
CRD #148586
SEC #801-79487
AUM $344.3 MM (99% Disc, 100% US, 2020-03-30)
Employees17 (82% Investors, 6% Brokers)
Address5005 Rockside Road
Independence, OH 44131-6829
Source [IAPD] [Website]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
IWF 50.9
IWD 33.6
SPY 25.0
VTI 16.5
EFA 15.6
IWO 8.9
IWN 7.7
ACWX 7.6
IWP 5.4
IWM 4.5
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
Hinds Financial Group Inc
CO 0.3
Harbour Investment Management LLC
WA 0.3
Altrius Capital Management Inc
NC 0.3
Bernicke Wealth Management Ltd
WI 0.3
The Retirement Group LLC
CA 0.3
Pension Research Institute Inc
NC 0.3
CornerStone Retirement Group Inc
NV 0.3
Materetsky Financial Group Inc
FL 0.3
Correct Capital Wealth Management LLC
MO 0.3
GEN Financial Management Inc
MN 0.3
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