Strategic Wealth Partners, Ltd.
Firm details
- Headquarters
- Independence, Ohio
- CRD number
- 148586
- Registered since
- April 14, 2014
- Website
- swpconnect.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI65.45%
- Individuals28.16%
- Corporations / Businesses5.61%
- Charitable Organizations0.78%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Strategic Wealth Partners, Ltd. is an SEC‑registered independent RIA organized as an LLC and formed in 2014. The firm is individually owned and serves both individual/family clients and institutional accounts. Its advisory menu emphasizes financial planning, portfolio management for individuals and small businesses, pension consulting, and client education through publications and seminars. Fees are charged in multiple formats — asset‑based (percentage of AUM), hourly, and fixed‑price engagements. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; instead, it relies on outside managers when it deploys alternative strategies. It also reports relationships with other investment advisers and an insurance company.
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 Equities50%
- Public Funds/Mutual Funds43%
- Cash & Cash Equivalents7%
- US Government Bonds1%
Owners & executives
3 of 5
Mark Tepper
CEOCRD 4417859
Nathan Fischer
Chief Investment OfficerCRD 7326451
Peter Brunton
Chief Investment StrategistCRD 6882301
Contacts
3 of 16
Samuel Petitjean
Associate Wealth AdvisorCRD 7677594
Cole Frischman
Associate Wealth AdvisorCRD 8297328
Sean Orick
Investment Advisor RepresentativeCRD 3124756
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 641Active vs passive
$744M in ETFs
77%
$570M
3%
$174M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SWP GROWTH & INCOME ETF (SWP) | $142M | 5,084,437 | 19.04% |
Location
Independence, OH
Cuyahoga
Location
Independence, OH
Headquartered in Independence, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 5005 Rockside Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Riverview Research, LLC
RIAIndependence, OH
Fairway Wealth Management LLC
RIAIndependence, OH
Tempo Wealth
RIAIndependence, OH
Prasad Wealth Partners
RIAIndependence, OH
Edgewater Capital Partners
RIAIndependence, OH
Gatepass Capital, LLC
RIAIndependence, OH