| Name | Title | Ownership | Since |
|---|---|---|---|
| Drake Bryant Oliver | Vice President | Under 5% | 2025 |
| Jeffrey Andrew Smith | Chief Compliance Officer | Under 5% | 2025 |
| Leanna Christine Oliver Control | President | Under 5% | 2025 |
Strategic Wealth Partners LLC reports $101.7 million in regulatory assets under management on its Form ADV.
Strategic Wealth Partners LLC reports 4 employees.
Strategic Wealth Partners LLC is based in Nashville, TN and has been SEC-registered since 2025.
Strategic Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 622 Merritt Avenue Unit 614, Building 2b, Nashville, TN 37203 |
| Phone | 407-310-3354 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $101.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $101.7M |