Strategic Wealth Partners is an investment advisor in Independence with $795.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
262328809
SEC advisor number
801-79487
FINRA CRD number
148586
AUM ?
$795.83 mm
(as of 30 Jun 23)
Accounts
2,393
(as of 30 Jun 23)
Employees
20
(19 investment advisory or research)
Address
Strategic Wealth Partners
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE
OH 44131-6829
5005 ROCKSIDE RD
SUITE 1200
INDEPENDENCE
OH 44131-6829
Office hours
Monday - Friday, 9:00 AM - 7:00 PM
Phone
2168009000
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Tepper, Mark, M | Managing Partner and Sole Member | 10/2008 | 50-75% |
Zabiegala, Anthony, a | Chief Operating Officer | 12/2008 | 10-25% |
Bures, Matthew, Allen | Chief Compliance Officer | 02/2022 | < 5% |
Fischer, Nathan, Michael | Chief Investment Officer | 02/2022 | 10-25% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
22 Aug 22
13F-HR
Quarterly holdings report by institutional manager
19 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21
13F-HR
Quarterly holdings report by institutional manager
25 Aug 21
13F-HR
Quarterly holdings report by institutional manager
24 May 21
13F-HR
Quarterly holdings report by institutional manager
18 Feb 21