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| Stratos Wealth Advisors LLC
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|---|---|
| CRD # | 283816 |
| SEC # | 801-108211 |
| CIK # | 0001707202 |
| AUM | 5.6 B (2026-06-01) |
| Employees | 170 (39% Investors, 14% 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) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Amazon Com Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,573 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,355 | 4.2 |
| (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 | 40 | 0.0 |
| (h) Charitable organizations | 10 | 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 | 45 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 12,896 | 5.6 |
| By Discretionary | ||
| Discretionary | 12,764 | 5.5 |
| Non-Discretionary | 132 | 0.0 |
| Total | 12,896 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.5 | |
| Total | 12,896 | 5.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001707202] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 17 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wedbush Securities Inc
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Alesco Advisors LLC an ESL Company
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Procourse Fiduciary Advisors LLC
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Frontier Asset Management LLC
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WY | 5.5 B |
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Sentry Management Inc
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TX | 5.4 B |
|
Pension Consultants Inc
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MO | 5.4 B |
|
Integrity Alliance LLC
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IA | 5.4 B |
|
Western Wealth Management LLC
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CO | 5.4 B |