Updated:
Strategic Wealth Partners (SWP)
Strategic Wealth Partners (SWP) is a registered investment advisor in Deerfield, Illinois, serving high-net-worth families with multi-asset portfolios.
Strategic Wealth Partners (SWP)
We help successful professionals age 50+ educe taxes, invest wisely, and retire with confidence - on their terms and with a clear financial plan.
General information
Firm type
Bank / Wealth / Trust
Year founded
2023
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Deerfield
Corporate office
Deerfield, IL, United States
Frequently asked questions
Who runs investment decisions at Strategic Wealth Partners?
Investment decisions at SWP are made by its advisory team, which constructs portfolios for individual clients rather than managing a centralized pooled fund. The firm's public filings do not name a single public-facing CIO or lead portfolio manager.
How does SWP source its investment opportunities?
SWP relies primarily on third-party asset managers and publicly traded securities rather than direct private-market origination. For alternative investments, the firm accesses strategies through established fund managers rather than sourcing proprietary deals.
Does SWP manage proprietary investment vehicles or pooled funds?
No. SWP operates on a separately managed account and third-party manager model. It does not sponsor proprietary mutual funds, ETFs, or private equity funds, which is consistent with a fiduciary advisory structure serving individual wealth.
What is SWP's known client profile?
The firm serves high-net-worth individuals, families, and business owners, with a geographic concentration in the Chicago metropolitan area, based on its Deerfield location and public communications.
Is SWP a single-family office or a multi-client wealth manager?
SWP is a multi-client registered investment advisor that also serves families, but it is not a single-family office with concentrated wealth from one originating source. Its structure is that of an independent wealth management firm.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on asset managers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: