Strategic Wealth Partners Inc.
RIAState Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$471K
Accounts
85
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 158483
- Registered since
- September 23, 2011
- Website
- strategicwp.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Strategic Wealth Partners Inc. is an independent, Florida‑registered advisory firm organized as a corporation and owned by an individual. The firm focuses on portfolio management for individual and small‑business clients and charges fees based on a percentage of assets under management. It does not market itself as an ESG investor, does not serve as a capital allocator, and is not set up as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Cash & Cash Equivalents40%
- Non-Exchange Traded Equities23%
- Exchange Traded Equities20%
- Investment Grade Corp Bonds10%
- US Government Bonds5%
Contacts
1 of 1
William Boselli
PresidentCRD 2714563
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Path Financial, LLC
RIASarasota, FL
AUM $40MTEAM 1REPS 1
Fierce Financial Group LLC
RIAMiami Beach, FL
AUM $40MTEAM 2REPS 2
Carolina Financial Services Group, Inc.
RIAGreenville, NC
AUM $40MTEAM 4REPS 1
Monotelo Wealth Partners
RIAElgin, IL
AUM $40MTEAM 1REPS 1
Data One Capital Management LLC
RIAFrisco, TX
AUM $40MTEAM 2REPS 2
Veraison Asset Management, LLC
RIANewport Beach, CA
AUM $40MTEAM 1REPS 1