STRATEGIC WEALTH PARTNERS GROUP, LLC
Legal name: STRATEGIC WEALTH PARTNERS
CRD #174052 SEC #801-80683 DEERFIELD, IL (224) 632-1600
SEC Registered
Total AUM
$3.5B
Discretionary
$3.4B
Employees
45
Clients
251
Accounts
6,045
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $3.5B | $3.4B | $45.9M | 45 | 84 |
| Apr 2024 | $3.5B | $3.4B | $45.9M | 45 | 84 |
| Mar 2024 | $3.5B | $3.4B | $45.9M | 45 | 84 |
| Nov 2023 | $3B | $3B | $46.7M | 44 | 75 |
| Nov 2023 | $3B | $3B | $46.7M | 44 | 75 |
| Oct 2023 | $3B | $3B | $46.7M | 44 | 75 |
| Sep 2023 | $3B | $3B | $46.7M | 44 | 75 |
| Mar 2023 | $3B | $3B | $46.7M | 40 | 75 |
| Nov 2022 | $2.8B | $2.8B | $18.2M | 35 | 72 |
| Nov 2022 | $2.8B | $2.8B | $18.2M | 35 | 72 |
| Mar 2022 | $2.8B | $2.8B | $18.2M | 35 | 72 |
| Feb 2022 | $2.5B | $2.5B | $74.7M | 33 | 94 |
| Apr 2021 | $2.5B | $2.5B | $74.7M | 33 | 94 |
| Apr 2021 | $2.5B | $2.5B | $74.7M | 33 | 94 |
| Jan 2021 | $2.7B | $2.6B | $104.6M | 35 | 56 |
| Dec 2020 | $2.7B | $2.6B | $104.6M | 35 | 56 |
| Jun 2020 | $2.7B | $2.6B | $104.6M | 35 | 56 |
| Jun 2020 | $2.7B | $2.6B | $104.6M | 35 | 56 |
| Mar 2020 | $2.7B | $2.6B | $104.6M | 35 | 56 |
| Nov 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Oct 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Aug 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Jul 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Jun 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Jun 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Mar 2019 | $2.1B | $1.9B | $173.1M | 35 | 55 |
| Oct 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Sep 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Aug 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Jul 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Jul 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Jun 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| May 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Feb 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Feb 2018 | $2.1B | $2B | $97.8M | 35 | 171 |
| Sep 2017 | $1.5B | $1.3B | $182.5M | 22 | 400 |
| Jul 2017 | $1.5B | $1.3B | $182.5M | 22 | 400 |
| Apr 2017 | $1.5B | $1.3B | $182.5M | 22 | 400 |
| Mar 2017 | $1.5B | $1.3B | $182.5M | 22 | 400 |
| Mar 2017 | $1.5B | $1.3B | $182.5M | 22 | 400 |
| Mar 2016 | $1.5B | $1.2B | $290.4M | 19 | 400 |
| Mar 2016 | $1.5B | $1.2B | $290.4M | 19 | 400 |
| Mar 2016 | $1.5B | $1.2B | $290.4M | 19 | 400 |
| Nov 2015 | $1.4B | $1.2B | $284.1M | 15 | 400 |
| Sep 2015 | $1.4B | $1.2B | $284.1M | 15 | 400 |
| Feb 2015 | $1.4B | $1.2B | $284.1M | 15 | 400 |
| Feb 2015 | $1.3B | $1B | $214.3M | 15 | 300 |
| Jan 2015 | $1.3B | $1B | $214.3M | 15 | 300 |
| Jan 2015 | $1.3B | $1B | $214.3M | 15 | 300 |
| Dec 2014 | $1.3B | $1B | $214.3M | 15 | 300 |
| Nov 2014 | $1.3B | $1B | $214.3M | 15 | 300 |
DateApr 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.9M
Employees45
Clients84
DateApr 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.9M
Employees45
Clients84
DateMar 2024
Total AUM$3.5B
Discretionary$3.4B
Non-Disc.$45.9M
Employees45
Clients84
DateNov 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$46.7M
Employees44
Clients75
DateNov 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$46.7M
Employees44
Clients75
DateOct 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$46.7M
Employees44
Clients75
DateSep 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$46.7M
Employees44
Clients75
DateMar 2023
Total AUM$3B
Discretionary$3B
Non-Disc.$46.7M
Employees40
Clients75
DateNov 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.2M
Employees35
Clients72
DateNov 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.2M
Employees35
Clients72
DateMar 2022
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$18.2M
Employees35
Clients72
DateFeb 2022
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$74.7M
Employees33
Clients94
DateApr 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$74.7M
Employees33
Clients94
DateApr 2021
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$74.7M
Employees33
Clients94
DateJan 2021
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$104.6M
Employees35
Clients56
DateDec 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$104.6M
Employees35
Clients56
DateJun 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$104.6M
Employees35
Clients56
DateJun 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$104.6M
Employees35
Clients56
DateMar 2020
Total AUM$2.7B
Discretionary$2.6B
Non-Disc.$104.6M
Employees35
Clients56
DateNov 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateOct 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateAug 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateJul 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateJun 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateJun 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateMar 2019
Total AUM$2.1B
Discretionary$1.9B
Non-Disc.$173.1M
Employees35
Clients55
DateOct 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateSep 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateAug 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateJul 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateJul 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateJun 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateMay 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateFeb 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateFeb 2018
Total AUM$2.1B
Discretionary$2B
Non-Disc.$97.8M
Employees35
Clients171
DateSep 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$182.5M
Employees22
Clients400
DateJul 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$182.5M
Employees22
Clients400
DateApr 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$182.5M
Employees22
Clients400
DateMar 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$182.5M
Employees22
Clients400
DateMar 2017
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$182.5M
Employees22
Clients400
DateMar 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$290.4M
Employees19
Clients400
DateMar 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$290.4M
Employees19
Clients400
DateMar 2016
Total AUM$1.5B
Discretionary$1.2B
Non-Disc.$290.4M
Employees19
Clients400
DateNov 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$284.1M
Employees15
Clients400
DateSep 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$284.1M
Employees15
Clients400
DateFeb 2015
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$284.1M
Employees15
Clients400
DateFeb 2015
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300
DateJan 2015
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300
DateJan 2015
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300
DateDec 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300
DateNov 2014
Total AUM$1.3B
Discretionary$1B
Non-Disc.$214.3M
Employees15
Clients300