STRATEGIC WEALTH PARTNERS, LLC
CRD #147168 SEC #801-69149 DEERFIELD, IL 224-632-1600
SEC Registered
Total AUM
$1.3B
Discretionary
$1B
Employees
15
Clients
51
Accounts
2,886
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2014 | $1.3B | $1B | $214.3M | 15 | 300 |
| Mar 2014 | $1.3B | $1B | $214.3M | 15 | 300 |
| Nov 2013 | $988.9M | $753.6M | $235.3M | 11 | 300 |
| Aug 2013 | $988.9M | $753.6M | $235.3M | 11 | 300 |
| Mar 2013 | $988.9M | $753.6M | $235.3M | 11 | 300 |
| Dec 2012 | $750.9M | $448.8M | $302.1M | 9 | 300 |
| Oct 2012 | $750.9M | $448.8M | $302.1M | 6 | 300 |
| Aug 2012 | $750.9M | $448.8M | $302.1M | 6 | 300 |
| Mar 2012 | $750.9M | $448.8M | $302.1M | 6 | 300 |
| Mar 2011 | $778.7M | $463.4M | $315.3M | 10 | -- |
| Nov 2010 | $671.7M | $397.4M | $274.4M | 10 | -- |
| Mar 2010 | $671.7M | $397.4M | $274.4M | 10 | -- |
| Mar 2009 | $539.1M | $320M | $219.1M | 10 | -- |
DateJul 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300
DateMar 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300
DateNov 2013
Total AUM$988.9M
Discretionary$753.6M
Non-Disc.$235.3M
Employees11
Clients300
DateAug 2013
Total AUM$988.9M
Discretionary$753.6M
Non-Disc.$235.3M
Employees11
Clients300
DateMar 2013
Total AUM$988.9M
Discretionary$753.6M
Non-Disc.$235.3M
Employees11
Clients300
DateDec 2012
Total AUM$750.9M
Discretionary$448.8M
Non-Disc.$302.1M
Employees9
Clients300
DateOct 2012
Total AUM$750.9M
Discretionary$448.8M
Non-Disc.$302.1M
Employees6
Clients300
DateAug 2012
Total AUM$750.9M
Discretionary$448.8M
Non-Disc.$302.1M
Employees6
Clients300
DateMar 2012
Total AUM$750.9M
Discretionary$448.8M
Non-Disc.$302.1M
Employees6
Clients300
DateMar 2011
Total AUM$778.7M
Discretionary$463.4M
Non-Disc.$315.3M
Employees10
Clients--
DateNov 2010
Total AUM$671.7M
Discretionary$397.4M
Non-Disc.$274.4M
Employees10
Clients--
DateMar 2010
Total AUM$671.7M
Discretionary$397.4M
Non-Disc.$274.4M
Employees10
Clients--
DateMar 2009
Total AUM$539.1M
Discretionary$320M
Non-Disc.$219.1M
Employees10
Clients--