Strategic Wealth Partners LLC
● SEC registered since 2025CRD 336564SEC# 801-134414Franklin, TN
Reg. AUM
$101.7M
Employees
4
Accounts
672
Location
Franklin, TN
Strategic Wealth Partners LLC assets under management
Strategic Wealth Partners LLC is an SEC-registered investment adviser based in Franklin, TN. The firm has been registered since 2025. It reports $101.7 million in regulatory assets under management and employs 4 people.
Strategic Wealth Partners LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Drake Bryant Oliver | Vice President, Cco | Under 5% | 2025 |
| Leanna Christine Oliver Control | President | Under 5% | 2025 |
| Strategic Retirement Solutons LLC Control | Owner | Over 75% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Strategic Wealth Partners LLC manage?
Strategic Wealth Partners LLC reports $101.7 million in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Partners LLC have?
Strategic Wealth Partners LLC reports 4 employees.
Where is Strategic Wealth Partners LLC located?
Strategic Wealth Partners LLC is based in Franklin, TN and has been SEC-registered since 2025.
Does Strategic Wealth Partners LLC disclose fund performance?
Strategic Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 230 Franklin Rd, Building 2b, Franklin, TN 37064 |
| Phone | 407-310-3354 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$101.7MNo change
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$101.7Mregulatory AUM
Discretionary $101.7M