Stratos Wealth Partners, Ltd
● SEC registered since 2010CRD 153184SEC# 801-71457Beachwood, OH
Reg. AUM
$18.65B
Employees
618
Accounts
47,696
Location
Beachwood, OH
Stratos Wealth Partners, Ltd assets under management
Stratos Wealth Partners, Ltd is an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2010. It reports $18.6 billion in regulatory assets under management and employs 618 people.
Stratos Wealth Partners, Ltd owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charis Ivana Jones Control | Chief Operating Officer, Non-Member | Under 5% | 2025 |
| David Albin | Supervisory Principal/Non-Member | Under 5% | 2025 |
| Douglas Alan Burns | Director, Non-Member | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Stratos Wealth Partners, Ltd manage?
Stratos Wealth Partners, Ltd reports $18.6 billion in regulatory assets under management on its Form ADV.
How many employees does Stratos Wealth Partners, Ltd have?
Stratos Wealth Partners, Ltd reports 618 employees.
Where is Stratos Wealth Partners, Ltd located?
Stratos Wealth Partners, Ltd is based in Beachwood, OH and has been SEC-registered since 2010.
Does Stratos Wealth Partners, Ltd disclose fund performance?
Stratos 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 | 3750 Park East Dr, Ste 200, Beachwood, OH 44122 |
| Phone | 440-519-2500 |
| Fax | 855-863-4623 |
| Office hours | 8 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$18.65B▲ 49%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 1%
More than 99% of 16,825 advisers
Assets under management
$18.65Bregulatory AUM
Discretionary $17.85BNon-discretionary $798.4M