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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 11, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FAHEY-ULLRICH, MOIRA, ELLEN | I | DIRECTOR OF OPERATIONS & STRATEGY/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | DIRECTOR OF OPERATIONS & STRATEGY/CHIEF COMPLIANCE OFFICER | NA | Control |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | DIRECTOR OF OPERATIONS & STRATEGY/CHIEF COMPLIANCE OFFICER | NA | Control |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| FAHEY-ULLRICH, MOIRA, ELLEN | I | CHIEF SOLUTIONS OFFICER/CHIEF COMPLIANCE OFFICER | NA | |
| GALOWICH, ROBERT, BRUCE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| COPELAND, DAVID, JAMES | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
| PRICE, NEAL, HOWARD | I | MEMBER | D | Control |
Registrations
Federal
IA
Jul 11, 2014 REGISTERED
Notice Filings (12)
AZ CA FL HI IL IN LA MI NH NY PA TX
Address
520 LAKE COOK ROADSUITE 270
DEERFIELD, IL 60015
United States
Phone: 224-632-1600