Strategic Wealth Partners LLC
Firm details
- Headquarters
- Franklin, Tennessee
- CRD number
- 336564
- Registered since
- September 24, 2025
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strategic Wealth Partners LLC is an independent registered investment adviser organized as an LLC. The firm acts as a capital allocator for individual and family clients and charges a mix of percentage-of-assets and fixed fees. Its advisory activity centers on comprehensive financial planning and portfolio management for individuals, small businesses and institutional/business clients; the firm also engages in selecting other advisers for client mandates. Strategic Wealth Partners identifies as an active ESG investor and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities86%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents6%
Contacts
3 of 4
William Riggs
Financial AdvisorCRD 7285473
Leanna Oliver
CRD 8092946
Drake Oliver
Wealth StrategistCRD 8092948
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Franklin, TN
Williamson
Location
Franklin, TN
Headquartered in Franklin, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Williamson
- Address
- 230 Franklin Rd
- Time zone
- CT (UTC-6)
- Office locations
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