STRATEGIC WEALTH PARTNERS LLC
CRD #336564 SEC #801-134414 FRANKLIN, TN 407-310-3354
SEC Registered
Total AUM
$101.7M
Discretionary
$101.7M
Employees
4
Clients
51
Accounts
672
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 7, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Oliver, Drake, Bryant | I | VICE PRESIDENT | NA | |
| Oliver, Drake, Bryant | I | VICE PRESIDENT | NA | |
| Oliver, Drake, Bryant | I | VICE PRESIDENT | NA | |
| Oliver, Drake, Bryant | I | VICE PRESIDENT | NA | |
| Oliver, Drake, Bryant | I | VICE PRESIDENT, CCO | NA | |
| Oliver, Leanna, Christine | I | PRESIDENT | NA | Control |
| Oliver, Leanna, Christine | I | PRESIDENT | NA | Control |
| Oliver, Leanna, Christine | I | PRESIDENT | NA | Control |
| Oliver, Leanna, Christine | I | PRESIDENT | NA | Control |
| Oliver, Leanna, Christine | I | PRESIDENT | NA | Control |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| SMITH, JEFFREY, ANDREW | I | CHIEF COMPLIANCE OFFICER | NA | |
| STRATEGIC RETIREMENT SOLUTONS LLC | DE | OWNER | E | Control |
| STRATEGIC RETIREMENT SOLUTONS LLC | DE | OWNER | E | Control |
| STRATEGIC RETIREMENT SOLUTONS LLC | DE | OWNER | E | Control |
| STRATEGIC RETIREMENT SOLUTONS LLC | DE | OWNER | E | Control |
| STRATEGIC RETIREMENT SOLUTONS LLC | DE | OWNER | E | Control |
Registrations
Federal
IA
Nov 7, 2025 REGISTERED
Notice Filings (24)
AK AZ CA CO FL GA IL IN KS KY LA MN MO NC NE NH OH OK PA SC TN TX VA WI
Address
230 FRANKLIN RDBUILDING 2B
FRANKLIN, TN 37064
United States
Phone: 407-310-3354