Strategic Wealth Partners LLC
Strategic Wealth Partners LLC is an SEC-registered mass-market adviser in Franklin, TN with $101.7M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Strategic Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 336564, SEC 801-134414, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $101.7M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Franklin, TN
- Employees
- 4
- Clients
- 212
- CRD
- 336564
- Ownership
- Oliver, Leanna, Christine; Oliver, Drake, Bryant; SMITH, JEFFREY, ANDREW; STRATEGIC RETIREMENT SOLUTONS LLC
How much AUM does Strategic Wealth Partners LLC have?
Strategic Wealth Partners LLC reported $101.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Strategic Wealth Partners LLC?
Disclosed owners and executives of Strategic Wealth Partners LLC include Oliver, Leanna, Christine, Oliver, Drake, Bryant, SMITH, JEFFREY, ANDREW, STRATEGIC RETIREMENT SOLUTONS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.