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| Strategic Wealth Partners Ltd
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|---|---|
| CRD # | 148586 |
| SEC # | 801-79487 |
| CIK # | 0001720777, 0001682677 |
| AUM | $1.6 B (2026-03-29) |
| Employees | 24 (83% Investors, 4% Brokers) |
| Phone | 216-800-9000 |
| Address | 5005 Rockside Road Independence, OH 44131-6829 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($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 ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,626 | 463.1 |
| (b) Individuals (high net worth individuals) | 1,020 | 1,076.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 12.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 26 | 92.2 |
| (n) Other | 0 | 0.0 |
| Total | 3,674 | 1,644.7 |
| By Discretionary | ||
| Discretionary | 3,615 | 1,636.4 |
| Non-Discretionary | 59 | 8.4 |
| Total | 3,674 | 1,644.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.2 | |
| United States Persons | 1,643.6 | |
| Total | 3,674 | 1,644.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001682677] | |
| 13F-HR | [0001720777] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Weatherly Asset Management LP
✚
|
CA | 1.7 |
|
Journey Advisory Group LLC
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|
KY | 1.7 |
|
Personal CFO Solutions LLC
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|
NJ | 1.6 |
|
Lyell Wealth Management LP
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|
CA | 1.6 |
|
Scarborough Advisors LLC
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|
MD | 1.6 |
|
Buck Wealth Strategies LLC
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|
CO | 1.6 |
|
ISC Advisors Inc
✚
|
TX | 1.6 |
|
Fortis Capital Advisors LLC
✚
|
KS | 1.6 |
|
Sierra Capital LLC
✚
|
FL | 1.6 |
|
Momentum Independent Network Inc
✚
|
TX | 1.6 |