Strategic Wealth Partners, LLC
Firm details
- Headquarters
- ,
- CRD number
- 156670
- Website
- strategicwealth.us
- Custodians
- PREFERRED TRUST COMPANY
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.9%
- Individuals4.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Strategic Wealth Partners, LLC is an independent, owner-operated registered investment adviser organized as an LLC that serves individual and family clients. The firm combines financial planning and portfolio management for individuals, small businesses, and institutional/business clients with insurance brokerage capabilities. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed fees. The adviser does not identify as an active ESG investor and is not presented as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities85%
- Cash & Cash Equivalents10%
- Non-Exchange Traded Equities5%
Contacts
1 of 1David Vogt
Managing MemberCRD 3065080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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