Strategic Wealth Partners, Ltd.
● SEC registered since 2014CRD 148586SEC# 801-79487Independence, OH
Reg. AUM
$1.64B
Employees
24
Accounts
3,674
Location
Independence, OH
Strategic Wealth Partners, Ltd. assets under management
Strategic Wealth Partners, Ltd. operates as an SEC-registered investment adviser based in Independence, OH. The firm has been registered since 2014. It reports $1.6 billion in regulatory assets under management and employs 24 people.
Strategic Wealth Partners, Ltd. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony A Zabiegala | Chief Operating Officer | 10-25% | 2008 |
| Mark M Tepper Control | Managing Partner | 50-75% | 2008 |
| Matthew Allen Bures | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Strategic Wealth Partners, Ltd. manage?
Strategic Wealth Partners, Ltd. reports $1.6 billion in regulatory assets under management on its Form ADV.
How many employees does Strategic Wealth Partners, Ltd. have?
Strategic Wealth Partners, Ltd. reports 24 employees.
Where is Strategic Wealth Partners, Ltd. located?
Strategic Wealth Partners, Ltd. is based in Independence, OH and has been SEC-registered since 2014.
Does Strategic Wealth Partners, Ltd. disclose fund performance?
Strategic Wealth Partners, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5005 Rockside Road, Suite 1200, Independence, OH 44131-6829 |
| Phone | (216) 800-9000 |
| Fax | (866) 941-5850 |
| Office hours | 9:00 a.m. - 7:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1720777 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.64B▲ 52%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.64Bregulatory AUM
Discretionary $1.64BNon-discretionary $8.4M