Strategic Wealth Partners Inc.
Strategic Wealth Partners Inc. is an SEC-registered mass-market adviser with $31.0M assets under management (AUM, regulatory AUM), +3% over one year. See who owns Strategic Wealth Partners Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 158483, data through 2022-03-28.
- AUM (assets under management / regulatory AUM)
- $31.0M (2022-03-28)
- Firm type
- Mass-Market Adviser
- Employees
- 1
- Clients
- 154
- CRD
- 158483
- Ownership
- BOSELLI, WILLIAM, ALBERT; LIEBER, MARTIN, STUART; BOSELLI. WILLIAM, A.
How much AUM does Strategic Wealth Partners Inc. have?
Strategic Wealth Partners Inc. reported $31.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-03-28).
Who owns Strategic Wealth Partners Inc.?
Disclosed owners and executives of Strategic Wealth Partners Inc. include BOSELLI, WILLIAM, ALBERT, LIEBER, MARTIN, STUART, BOSELLI. WILLIAM, A.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.