STRATEGIC WEALTH PARTNERS, LTD.

5005 Rockside Road
Suite 1200
Independence, Ohio 44131-6829
Tel: (216) 800-9000

About STRATEGIC WEALTH PARTNERS, LTD.

STRATEGIC WEALTH PARTNERS, LTD, formally registered with the SEC as STRATEGIC WEALTH PARTNERS, LTD. The firm was established in 04/14/2014. They have over 10 offices throughout the country.

STRATEGIC WEALTH PARTNERS, LTD. is a Independence, Ohio based Financial Planning firm with nearly $1,083,606,865 assets under management, offering retirement planning & investment advisory services to 3107 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148586
SEC#	801-79487
Assets Managed by Firm	$1,083,606,865
No. of Clients	3107
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	3107	$1,083,606,865
Individuals (other than high net worth individuals)	507	$117,663,856
High net worth individuals	779	$953,173,440
Pension and profit sharing plans	1	$4,672,049
Charitable organizations	1	$1,464,278
Corporations or other businesses	2	$6,633,242

More Retirement Planning firms in Independence, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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