Strategic Wealth Partners, Ltd.
Firm details
- Headquarters
- Independence, Ohio
- CRD number
- 148586
- Registered since
- April 14, 2014
- Website
- swpconnect.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.45%
- Individuals28.16%
- Corporations / Businesses5.61%
- Charitable Organizations0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Wealth Partners, Ltd. is an SEC‑registered independent RIA organized as an LLC and formed in 2014. The firm is individually owned and serves both individual/family clients and institutional accounts. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through publications and seminars. Fees are charged in multiple formats — asset‑based (percentage of AUM), hourly, and fixed‑price engagements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; instead, it relies on outside managers when it deploys alternative strategies. It also reports relationships with other investment advisers and an insurance company.
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 Equities50%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
3 of 5
Mark Tepper
CEOCRD 4417859
Peter Brunton
Chief Investment StrategistCRD 6882301
Anthony Zabiegala
Co-Founder & COOCRD 5494869
Contacts
3 of 16
Michael Nowacki
Senior Wealth AdvisorCRD 5892381
Nathan Forristal-garcia
Wealth AdvisorCRD 5904611
Richard Eicheldinger
Director of Financial PlanningCRD 6233225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1,249Active vs passive
$1.3B in ETFs
85%
$1.1B
3%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWP GROWTH & INCOME ETF (SWP) | $142M | 5,084,437 | 10.53% |
Location
Independence, OH
Cuyahoga
Location
Independence, OH
Headquartered in Independence, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 5005 Rockside Rd
- Time zone
- ET (UTC-5)
- Office locations
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