RIA Intel›Advisers›Virginia›STRATEGIC WEALTH PARTNERS, LLC

STRATEGIC WEALTH PARTNERS, LLC

Advisory

VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account
$273K
across 52 accounts
AUM per adviser
$14M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$14M
Discretionary %
100%
Clients
52
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$14M
Discretionary AUM$14M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients52
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in VA

Closest by assets under management. All figures from Form ADV.

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WELSH & WELSH INC
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$14M
0.0% 1Y
ARLINGTON WEALTH PLANNING, LLC
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GOLD ASSET MANAGEMENT INC
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$14M
-7.8% 1Y

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