STRATEGIC WEALTH PARTNERS LLC

Overview

Strategic Wealth Partners LLC is an independent registered investment adviser that acts as a capital allocator for individual and family clients. The firm combines traditional portfolio management and financial planning with a clear tilt toward equities and exchange-traded instruments as the primary building blocks of client portfolios. Its service mix includes portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and the selection of other advisers, which indicates a consultative approach to constructing multi-manager solutions. The firm charges a mix of percentage-of-AUM fees and fixed fees and reports being an active ESG investor, suggesting environmental, social, and governance factors are integrated into security selection or manager due diligence. Strategic Wealth Partners functions as more than a stock-picker: it sources third-party alternative managers, performs manager selection, and allocates capital across both public and private strategies to meet client objectives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices