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| Happy Holidays!! thanks for using AUM13F!! |
| Stratos Wealth Partners Ltd
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|---|---|
| CRD # | 153184 |
| SEC # | 801-71457 |
| CIK # | 0001612865 |
| AUM | $14.5 B (2025-07-24) |
| Employees | 555 (59% Investors, 55% Brokers) |
| Phone | 440-519-2500 |
| Address | 3750 Park East Dr Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.2 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Amazon Com Inc | 0.1 | ||
| Facebook Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 18,103 | 4.8 |
| (b) Individuals (high net worth individuals) | 3,253 | 9.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 0.0 |
| (h) Charitable organizations | 70 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 257 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 39,538 | 14.5 |
| By Discretionary | ||
| Discretionary | 37,314 | 13.8 |
| Non-Discretionary | 2,224 | 0.7 |
| Total | 39,538 | 14.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 14.5 | |
| Total | 39,538 | 14.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001612865] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Integrated Wealth Concepts LLC
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|
MA | 15.2 |
|
Park Avenue Securities LLC
✚
|
NY | 15.0 |
|
Principal Securities Inc
✚
|
IA | 14.8 |
|
Federated Global Investment Management Corp
✚
|
NY | 14.8 |
|
Congress Asset Management Company LLP
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|
MA | 14.2 |
|
&Partners
✚
|
TN | 14.1 |
|
Independent Advisor Alliance LLC
✚
|
NC | 14.1 |
|
Evercore Wealth Management LLC
✚
|
NY | 13.9 |
|
First Horizon Advisors Inc
✚
|
TN | 13.6 |
|
Appleton Partners Inc
✚
|
MA | 13.5 |