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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Stratos Wealth Advisors LLC
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| CRD # | 283816 |
| SEC # | 801-108211 |
| CIK # | 0001707202 |
| AUM | $4.9 B (2025-07-30) |
| Employees | 181 (42% Investors, 15% Brokers) |
| Phone | 440-519-2500 |
| Address | 3750 Park East Drive Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001707202 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.1 | ||
| Apple Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| VISA Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,708 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,216 | 3.6 |
| (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 | 6 | 0.0 |
| (h) Charitable organizations | 5 | 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 | 44 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 12,432 | 4.9 |
| By Discretionary | ||
| Discretionary | 12,311 | 4.9 |
| Non-Discretionary | 121 | 0.0 |
| Total | 12,432 | 4.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.9 | |
| Total | 12,432 | 4.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001707202] |
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|---|---|---|
|
Todd Asset Management LLC
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KY | 5.1 |
|
Procourse Fiduciary Advisors LLC
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IN | 5.1 |
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RFG Advisory LLC
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Pension Consultants Inc
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MO | 4.9 |
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SYM Financial Corporation
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IN | 4.9 |
|
Creativeone Wealth LLC
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KS | 4.8 |
|
Stacey Braun Associates Inc
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NY | 4.8 |
|
Alesco Advisors LLC
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NY | 4.8 |