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Strategic Wealth Partners LLC

EST. AUM
$3,483,244,924

CONTACTS
9

CLIENT ACCOUNTS
6,045

Firm Details

Metro area Chicago
CRD Number 174052
Website stratwealth.com
Client types

Overview

Strategic Wealth Partners is an independent wealth management firm founded in 2008. As a manager of managers, the firm offers access to investment strategies and managers that are experts in their areas. They can personalize a portfolio to include a combination of managers, depending on a client's unique situation. To reduce conflicts of interest, the firm employs outside investment vehicles, including separately managed accounts, actively-managed mutual funds, exchange-traded funds and limited partnerships, and has a limited use of individual securities.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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