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Firm profile

Stratos Wealth Partners, Ltd.

BEACHWOOD, OHCRD 153184Latest ADV May 20, 2026

Stratos Wealth Partners, Ltd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated April 21, 2026, reports $18.6B in regulatory assets under management, 618 employees, 170 offices, and 47,696 accounts.

Assets Under Management
$18.6B
Employees
618
Offices
170 offices
Total Clients
25,397
Primary office
BEACHWOOD, OH
3750 PARK EAST DR, STE 200, BEACHWOOD, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

4 roles identified
CEOJeffrey A. Concepcion
CCOKathryn H. Louttit
CFONancy E. Andrefsky

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 81.4% of total clients.
Top client categories% of clientsClients
1
Individuals
81.4%
20,685
2
HNWI
16.4%
4,159
3
Corporations
1.2%
315
4
Charitable
0.5%
121
5
Pension Plans
0.4%
106
Additional categories (<0.1%)
Banks6 clients
Insurance Cos.5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$18.6Bas of May 20, 2026
Discretionary95.7%
$17.8B
96% of total RAUM95.7%
Non-discretionary4.3%
$798M
4% of total RAUM4.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$18.6B
Total Accounts47,696
10Y AUM Change+$14.4B (+337.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees618
Clients per Employee41:1
10Y Employee Change+197 (+46.8%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.