Investment adviser · CRD 147168

STRATEGIC WEALTH PARTNERS, LLC

Investment adviser filing (IA)

DEERFIELD, IL, United States · Form ADV filed Jul 10, 2014

Regulatory AUM
$1.26B
Form ADV · Item 5.F
Client accounts
2,886
Accounts, not individual clients
Employees
15
Reported in this filing
Advisory professionals
9
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 10, 2014. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

520 LAKE COOK ROAD, SUITE 270
DEERFIELD, IL, 60015, United States

CRD 147168

Filing source

Form ADV 832727 · Jul 10, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.