Strategic Wealth Partners, LLC
Strategic Wealth Partners, LLC is a multi-family office headquartered in Deerfield, United States. Founded in 2008 by David J. Copeland and Neal H.
Strategic Wealth Partners, LLC
Strategic Wealth Partners, LLC is a multi-family office headquartered in Deerfield, United States. Founded in 2008 by David J. Copeland and Neal H. Price, the firm provides comprehensive investment and wealth management solutions for affluent families, executives, and entrepreneurs. Strategic Wealth Partners structures customized portfolios, integrates tax and estate considerations, and applies an independent, fee-only advisory model aligned with client interests.
General information
Firm type
Multi Family Office
Year founded
2008
AUM
—
Location
Region
North America
Country
—
City
Deerfield
Corporate office
—
Frequently asked questions
What is Strategic Wealth Partners, LLC?
Strategic Wealth Partners, LLC is a multi family office headquartered in Deerfield.
When was Strategic Wealth Partners, LLC founded?
Strategic Wealth Partners, LLC was founded in 2008.
Where is Strategic Wealth Partners, LLC headquartered?
Strategic Wealth Partners, LLC is headquartered in Deerfield, in the North America region.
What does Altss track for Strategic Wealth Partners, LLC?
Altss maintains an OSINT-verified profile of Strategic Wealth Partners, LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Strategic Wealth Partners, LLC's website?
Strategic Wealth Partners, LLC's public website is stratwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Strategic Wealth Partners, LLC?
Strategic Wealth Partners, LLC is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on Strategic Wealth Partners, LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Strategic Wealth Partners, LLC?
Strategic Wealth Partners, LLC's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
Get access to Altss to unlock details
Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
Get access to Altss to unlock details
Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
Get access to Altss to unlock details
Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
Get access to Altss to unlock details
Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
Get access to Altss to unlock details
Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: