STRATEGIC WEALTH PARTNERS, LTD.
CRD #148586 SEC #801-79487 INDEPENDENCE, OH (216) 800-9000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
19
Clients
--
Accounts
3,669
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.3B | $1.3B | $12.3M | 19 | 0 |
| Jun 2025 | $1.3B | $1.3B | $12.3M | 19 | 0 |
| Mar 2025 | $1.3B | $1.3B | $12.3M | 19 | 0 |
| Jan 2025 | $1.1B | $1.1B | $711.6K | 23 | 0 |
| Oct 2024 | $1.1B | $1.1B | $711.6K | 23 | 0 |
| May 2024 | $1.1B | $1.1B | $711.6K | 23 | 0 |
| May 2024 | $1.1B | $1.1B | $711.6K | 23 | 0 |
| Mar 2024 | $1.1B | $1.1B | $711.6K | 23 | 0 |
| Dec 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Oct 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Sep 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Sep 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Sep 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Aug 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Jun 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| May 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Mar 2023 | $795.8M | $726.7M | $69.2M | 20 | 0 |
| Jan 2023 | $721.1M | $718.1M | $3M | 18 | 0 |
| Nov 2022 | $721.1M | $718.1M | $3M | 18 | 0 |
| Nov 2022 | $721.1M | $718.1M | $3M | 18 | 0 |
| Sep 2022 | $721.1M | $718.1M | $3M | 18 | 0 |
| Mar 2022 | $721.1M | $718.1M | $3M | 18 | 0 |
| Mar 2022 | $401.4M | $399.3M | $2.1M | 13 | 0 |
| Feb 2022 | $401.4M | $399.3M | $2.1M | 13 | 0 |
| Jun 2021 | $401.4M | $399.3M | $2.1M | 13 | 0 |
| Jun 2021 | $401.4M | $399.3M | $2.1M | 13 | 0 |
| May 2021 | $401.4M | $399.3M | $2.1M | 13 | 0 |
| Mar 2021 | $401.4M | $399.3M | $2.1M | 13 | 0 |
| Dec 2020 | $344.3M | $342.2M | $2.1M | 17 | 0 |
| Jun 2020 | $344.3M | $342.2M | $2.1M | 17 | 0 |
| Mar 2020 | $344.3M | $342.2M | $2.1M | 17 | 0 |
| Sep 2019 | $287.2M | $282.9M | $4.3M | 14 | 0 |
| Sep 2019 | $287.2M | $282.9M | $4.3M | 14 | 0 |
| Mar 2019 | $287.2M | $282.9M | $4.3M | 14 | 0 |
| Mar 2018 | $323.1M | $316.8M | $6.3M | 19 | 0 |
| Mar 2017 | $232.5M | $221.5M | $11M | 17 | 600 |
| Mar 2016 | $166.7M | $155.3M | $11.4M | 18 | 500 |
| Mar 2015 | $139.6M | $133.7M | $5.9M | 16 | 400 |
| Mar 2014 | $112.5M | $106.1M | $6.4M | 10 | 300 |
DateJul 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.3M
Employees19
Clients0
DateJun 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.3M
Employees19
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$12.3M
Employees19
Clients0
DateJan 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$711.6K
Employees23
Clients0
DateOct 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$711.6K
Employees23
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$711.6K
Employees23
Clients0
DateMay 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$711.6K
Employees23
Clients0
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$711.6K
Employees23
Clients0
DateDec 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateOct 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateSep 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateSep 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateSep 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateAug 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateJun 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateMay 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateMar 2023
Total AUM$795.8M
Discretionary$726.7M
Non-Disc.$69.2M
Employees20
Clients0
DateJan 2023
Total AUM$721.1M
Discretionary$718.1M
Non-Disc.$3M
Employees18
Clients0
DateNov 2022
Total AUM$721.1M
Discretionary$718.1M
Non-Disc.$3M
Employees18
Clients0
DateNov 2022
Total AUM$721.1M
Discretionary$718.1M
Non-Disc.$3M
Employees18
Clients0
DateSep 2022
Total AUM$721.1M
Discretionary$718.1M
Non-Disc.$3M
Employees18
Clients0
DateMar 2022
Total AUM$721.1M
Discretionary$718.1M
Non-Disc.$3M
Employees18
Clients0
DateMar 2022
Total AUM$401.4M
Discretionary$399.3M
Non-Disc.$2.1M
Employees13
Clients0
DateFeb 2022
Total AUM$401.4M
Discretionary$399.3M
Non-Disc.$2.1M
Employees13
Clients0
DateJun 2021
Total AUM$401.4M
Discretionary$399.3M
Non-Disc.$2.1M
Employees13
Clients0
DateJun 2021
Total AUM$401.4M
Discretionary$399.3M
Non-Disc.$2.1M
Employees13
Clients0
DateMay 2021
Total AUM$401.4M
Discretionary$399.3M
Non-Disc.$2.1M
Employees13
Clients0
DateMar 2021
Total AUM$401.4M
Discretionary$399.3M
Non-Disc.$2.1M
Employees13
Clients0
DateDec 2020
Total AUM$344.3M
Discretionary$342.2M
Non-Disc.$2.1M
Employees17
Clients0
DateJun 2020
Total AUM$344.3M
Discretionary$342.2M
Non-Disc.$2.1M
Employees17
Clients0
DateMar 2020
Total AUM$344.3M
Discretionary$342.2M
Non-Disc.$2.1M
Employees17
Clients0
DateSep 2019
Total AUM$287.2M
Discretionary$282.9M
Non-Disc.$4.3M
Employees14
Clients0
DateSep 2019
Total AUM$287.2M
Discretionary$282.9M
Non-Disc.$4.3M
Employees14
Clients0
DateMar 2019
Total AUM$287.2M
Discretionary$282.9M
Non-Disc.$4.3M
Employees14
Clients0
DateMar 2018
Total AUM$323.1M
Discretionary$316.8M
Non-Disc.$6.3M
Employees19
Clients0
DateMar 2017
Total AUM$232.5M
Discretionary$221.5M
Non-Disc.$11M
Employees17
Clients600
DateMar 2016
Total AUM$166.7M
Discretionary$155.3M
Non-Disc.$11.4M
Employees18
Clients500
DateMar 2015
Total AUM$139.6M
Discretionary$133.7M
Non-Disc.$5.9M
Employees16
Clients400
DateMar 2014
Total AUM$112.5M
Discretionary$106.1M
Non-Disc.$6.4M
Employees10
Clients300