Verified 10 Nov 2026
Strategic Wealth Partners, Ltd.
Strategic Wealth Partners, Ltd. is a multi-family office based in Independence, Ohio, serving founders, executives and families with complex wealth. Founded in 2008 as a wealth management firm, it now acts as family CFO and CIO, coordinating investments, tax, estate planning and preparation for a business sale. Its Form ADV filed on 29 March 2026 reported $1.6 billion in regulatory assets for 1,020 clients.
- Type
- Multi-family office
- Location
- Independence, Ohio, United States
- Sectors
- Public equities
- Fund size / AUM
- $1.6B regulatory AUM (Form ADV, filed 2026-03-29)
- Latest fund or filing
- 29 Mar 2026
- Website
- www.swpconnect.com
Contacts on file
For Strategic Wealth Partners, Ltd., the paid file holds: 4 named decision-makers with roles.
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