RIA Intel›Advisers›Ohio›STRATOS WEALTH ADVISORS LLC

STRATOS WEALTH ADVISORS LLC

Advisory

N·BEACHWOOD, OH

Data as of Jul 1, 2026 · Source: SEC Form ADV

Total AUM

$5.6B

1-Year AUM Growth

+18.8%

3-Year CAGR

+32.3%

Employees

67

Assets Under Management

Total AUM$5.6B

Discretionary AUM$5.5B

Non-Discretionary AUM$36M

Discretionary %99.4%

Total Clients4,979

Team

Total Employees67

Investment Advisers170

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record142

First FilingJul 26, 2016

Latest FilingJul 1, 2026

🔒 Full AUM trend chart and 142 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on STRATOS WEALTH ADVISORS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.