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 independent registered investment adviser organized as an LLC and first registered with the SEC in 2014. The firm serves individual and family clients as well as institutional accounts, offering a mix of fee models that includes percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services are financial planning and portfolio management for individuals and small businesses; the firm also provides pension consulting, publishes periodic investment material, and runs educational seminars and workshops. Strategic Wealth Partners does not identify as an active ESG investor and relies on third-party managers for specialized strategies rather than operating as a capital allocator.
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 5MARK TEPPER
CEOCRD 4417859
NATHAN FISCHER
Chief Investment OfficerCRD 7326451
PETER BRUNTON
Chief Investment StrategistCRD 6882301
Contacts
3 of 15Samuel Petitjean
Associate Wealth AdvisorCRD 7677594
SEAN ORICK
Investment Advisor RepresentativeCRD 3124756
RICHARD EICHELDINGER
Director of Financial PlanningCRD 6233225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 627Active vs passive
$674M in ETFs
74%
$499M
6%
$175M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWP GROWTH & INCOME ETF (SWP) | $128M | 4,817,989 | 19.01% |
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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