# Strategic Wealth Partners

Strategic Wealth Partners is a Bank / Wealth / Trust based in Independence, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Independence, United States
- **Region:** North America
- **Address:** Independence, OH, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** swpconnect.com
- **LinkedIn:** https://www.linkedin.com/company/strategic-wealth-llc

## Regulatory record

- **CRD number:** 148586
- **SEC file number:** 801-79487
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148586

## About

Strategic Wealth Partners was founded in 2003 and is headquartered in Independence, Ohio. The firm functions as a registered investment advisor, providing financial planning and discretionary portfolio management to individuals, high-net-worth families, foundations, and corporations. Its client base reflects a concentrated Midwestern footprint, with service delivery rooted in an advisory relationship model rather than a transactional brokerage framework. SWP's investment approach combines asset allocation, manager selection, and direct portfolio construction across public equities, fixed income, and alternative investments. The firm also lists venture capital as a strategy within its offering set, though specific portfolio company names and fund structures remain undisclosed in public records. The firm's registered status means it carries a fiduciary obligation to its advisory clients, a legal distinction from broker-dealer models that permits only suitability standards. The firm's public footprint is thin. No professional headcount, AUM figure, or named principals are available through standard regulatory or commercial databases. Its last known Form ADV filing provides the primary structural confirmation of its advisory categories and client types but lacks the granularity on assets or personnel that larger RIAs typically disclose. Without further disclosure, the exact architecture of the venture program remains opaque.

## Questions

### Does SWP offer venture capital investments to clients?

Yes, the firm lists venture capital as one of its advisory strategies. Details on whether this takes the form of direct investments, fund commitments, or curated access for qualified clients are not publicly disclosed, making the exact structure of its venture program unclear.

### Who founded Strategic Wealth Partners and who runs it today?

The firm was established in 2003. No named principals, founders, or current leadership team members are identified in publicly available sources, including regulatory filings, the firm's own website, or commercial databases.

### What is the firm's AUM?

Strategic Wealth Partners has not publicly disclosed its assets under management. The absence of an SEC-registered ADV filing or voluntary disclosure in industry databases means no verifiable AUM figure is available.

## Related profiles

- [Strategic Wealth Management Group](https://altss.com/profile/strategic-wealth-management-group)
- [Strategic Wealth Partners (SWP)](https://altss.com/profile/strategic-wealth-partners-swp)

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Last updated: 2026-08-11T02:43:31.692Z

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