STRATEGIC WEALTH PARTNERS LLC

CRD

336564

SEC file #

801-134414

EIN

464277305

DBA names

—

Economics

AUM

$101.7M

AUM band

$100M-$500M

AUM trajectory

'25 · $101.7M

'26 · $101.7M

'25'26

$101.7M → $101.7M▬ 0%

sec adv history

Client mix

Individuals High Net Worth

212

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 2 advisors

'26 · 2 advisors

'25'26

2 advisors → 2 advisors▬ 0%

sec adv history

Primary office

FRANKLIN TN

Branches

—

Custodian & Brokerage

Primary custodian

E*Tradelow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting

Fee basis

% of AUMFixed fees

Filings

Latest ADV filing

03/17/2026

strategicwealthpartners.net

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

STRATEGIC RETIREMENT SOLUTONS LLC

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

STRATEGIC RETIREMENT SOLUTONS LLC

Oliver, Leanna, Christine

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

STRATEGICWEALTHPARTNERS.NET

Rdap Domain Creation Date

2025-03-31T13:47:53Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Yes

Form 5500 Plan Count

Form 5500 Total Compensation

569,877

Form 5500 Compensation Trajectory 3y

2025	559,354
2026	10,523

Form 5500 Plan Count Trajectory 3y

2025	10
2026	1

Schedule C Total Compensation

569,877

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001595384

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2014-01-02

Edgar Last Filing Date

2014-01-02

Edgar Form D Count

Edgar Form D Offerings

2014-01-022014-01-02 · 0001595384-14-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.4546

Soi Zip Pct 200k Plus

0.2286

Soi Zip Returns 200k Plus

6,850

Soi Zip Total AGI

5,734,089

Fdic Zip Total Deposits

65,149,936,000

Fdic Zip Branch Count

855

Fdic Zip Top Banks

Franklin Synergy Bank

Bank of America, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

E*trade

adv brochure

Edgar Addresses

Mailing

520 LAKE COOK ROADSUITE 270DEERFIELD, IL 60015

Business

520 LAKE COOK ROADSUITE 270DEERFIELD, IL 60015

Edgar EIN

464277305

Edgar Recent Filings

D2014-01-02 · 0001595384-14-000001

Fdic Zip Branches Raw

NationsBank of Tennessee, National AssociationFranklin, TN

Fdic Zip HHI

871.96

Fdic Zip Top Bank Share Pct

20.82

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-03-31T13:47:53Z

Rdap Domain Last Changed

2026-04-01T15:32:29Z

Rdap Nameservers

Ns13.domaincontrol.comNs14.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	68,658
Returns	5,990

Stub 2

AGI	163,528
Returns	4,400

Stub 3

AGI	208,674
Returns	3,370

Soi Zip Total Business Income

416,006

Soi Zip Total Cap Gains

1,142,735

Soi Zip Total Dividends

208,389

Soi Zip Total Returns

29,960

Trust Company Affiliate