| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony A Zabiegala | Chief Operating Officer | 10-25% | 2008 |
| Mark M Tepper Control | Managing Partner And Sole Member | 50-75% | 2008 |
| Matthew Allen Bures | Chief Compliance Officer | Under 5% | 2022 |
Strategic Wealth Partners, Ltd. reports $1.3 billion in regulatory assets under management on its Form ADV.
Strategic Wealth Partners, Ltd. reports 19 employees.
Strategic Wealth Partners, Ltd. is based in Independence, OH and has been SEC-registered since 2014.
Strategic Wealth Partners, Ltd. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5005 Rockside Road, Suite 1200, Independence, OH 44131-6829 |
| Phone | (216) 800-9000 |
| Fax | (866) 941-5850 |
| Office hours | 9:00 a.m. - 7:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1720777 |
| Discloses disciplinary history | No |
| Discretionary | $1.31B |
| Non-discretionary | $12.3M |
| Total (RAUM) | $1.32B |