Strategic Wealth Partners LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Franklin, TN. Its latest Form ADV filing, dated March 17, 2026, reports $102M in regulatory assets under management, 4 employees, 1 office, and 672 accounts.
Assets Under Management
$102M
Employees
4
Offices
1 office
Total Clients
212
Primary office
FRANKLIN, TN
230 FRANKLIN RD, BUILDING 2B, FRANKLIN, TN, United States
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
212
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$102Mas of March 17, 2026
Discretionary100.0%
$102M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$102M
Total Accounts672
10Y AUM Change$0 (0.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee53:1
10Y Employee Change0 (0.0%)
* 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.