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| Strategic Wealth Partners Ltd
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| |
|---|---|
| CRD # | 148586 |
| SEC # | 801-79487 |
| CIK # | 0001682677, 0001720777 |
| AUM | $1.1 BB (2024-05-31) |
| Employees | 23 (96% Investors, 4% Brokers) |
| Phone | 216-800-9000 |
| Address | 5005 Rockside Road Independence, OH 44131-6829 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 32.1 | |
| AAPL | 2,382,844.0 | 23.0 | |
| GOOGL | 1,475,138.5 | 13.5 | |
| AMZN | 1,092,997.8 | 11.4 | |
| AVGO | 201,282.9 | 11.3 | |
| LLY | 301,789.7 | 10.4 | |
| JPM | 340,169.2 | 9.9 | |
| V | 419,260.5 | 9.5 | |
| GS | 102,858.9 | 9.0 | |
| ACN | 179,517.0 | 9.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 507 | 117.7 |
| (b) Individuals (high net worth individuals) | 779 | 953.2 |
| (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 | 1 | 4.7 |
| (h) Charitable organizations | 1 | 1.5 |
| (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 | 2 | 6.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,107 | 1,083.6 |
| By Discretionary | ||
| Discretionary | 3,097 | 1,082.9 |
| Non-Discretionary | 10 | 0.7 |
| Total | 3,107 | 1,083.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,083.6 | |
| Total | 3,107 | 1,083.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001682677] | |
| 13F-HR | [0001720777] |
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|---|---|---|
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SHP Wealth Management LLC
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MA | 1.1 |
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MD | 1.1 |
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The Prosperity Consulting Group LLC
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MD | 1.1 |
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TN | 1.1 |
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