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Stratos Wealth Partners, Ltd

● SEC registered since 2010CRD 153184SEC# 801-71457Beachwood, OH
Export (members)
Reg. AUM
$14.47B
Employees
555
Accounts
39,538
Location
Beachwood, OH

Stratos Wealth Partners, Ltd assets under management

Stratos Wealth Partners, Ltd is an SEC-registered investment adviser based in Beachwood, OH. The firm has been registered since 2010. It reports $14.5 billion in regulatory assets under management and employs 555 people.

Stratos Wealth Partners, Ltd owners & executives

13 reported
NameTitleOwnershipSince
David AlbinSupervisory Principal/Non-MemberUnder 5%2025
Douglas Alan BurnsOsj Supervisor, Non-MemberUnder 5%2022
Eric Andrew Beahn ControlDirector Of Advisory Compensation, Non-MemberUnder 5%2023
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Frequently asked questions

How much does Stratos Wealth Partners, Ltd manage?

Stratos Wealth Partners, Ltd reports $14.5 billion in regulatory assets under management on its Form ADV.

How many employees does Stratos Wealth Partners, Ltd have?

Stratos Wealth Partners, Ltd reports 555 employees.

Where is Stratos Wealth Partners, Ltd located?

Stratos Wealth Partners, Ltd is based in Beachwood, OH and has been SEC-registered since 2010.

Does Stratos Wealth Partners, Ltd disclose fund performance?

Stratos Wealth Partners, Ltd is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3750 Park East Dr, Ste 200, Beachwood, OH 44122
Phone440-519-2500
Fax855-863-4623
Office hours8 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$13.81B
Non-discretionary$658.9M
Total (RAUM)$14.47B