STRATEGIC WEALTH PARTNERS
Latest filing: Apr 26, 2024 (597 days ago)
AUM
$3,483,244,924
15% change vs. 1 year ago
38% change vs. 3 years ago
67% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
45
12% change vs. 1 year ago
36% change vs. 3 years ago
29% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
DEERFIELD, IL
520 LAKE COOK ROAD, DEERFIELD, IL, UNITED STATES, 60015
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $3.4 |
| Non-Discretionary | $0.0 |
| Total | $3.5 |
| Client | AUM |
|---|---|
| Retail | $3.4 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $3.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 490 | $0.2 |
| Average Individual AUM | $382,226 | |
| HNW | 586 | $3.2 |
| Average HNW AUM | $5,428,013 | |
| Retail Total | 1,076 | $3.4 |
| Average Retail AUM | $3,130,210 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $7.3 |
| FIDELITY BROKERAGE SERVICES LLC | SMITHFIELD-RI-USA | $2.5 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $3.5 |
| Retail SMA AUM | $3.4 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 15% | $0.5 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 8% | $0.3 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 8% | $0.3 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 55% | $1.9 |
| Other Pools | 1% | $0.0 |
| Cash | 3% | $0.1 |
| Other | 9% | $0.3 |
| Total | 100% | $3.5 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | $31.7 | 282241 | |
| RELATIVE VALUE PARTNERS GROUP, LLC | $2.6 | 281067 | |
| FOCUS RISK SOLUTIONS, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| IL, AZ-02/18/2015, CA-02/18/2015, CO-02/22/2018, CT-03/31/2023, DC-02/22/2018, FL-02/18/2015, GA-03/31/2022, IA-03/31/2023, IL-02/03/2015, IN-02/18/2015, LA-02/18/2015, MA-11/21/2023, MD-09/26/2023, MI-02/18/2015, MN-02/02/2022, MO-02/22/2018, NC-11/13/2019, NE-09/26/2023, NH-02/18/2015, NJ-01/28/2021, NV-11/02/2015, NY-02/18/2015, OH-03/31/2023, OR-03/31/2023, PA-02/18/2015, TX-02/03/2015, VA-11/13/2019, WI-03/29/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV