RIA Intel›Advisers›Ohio›STRATOS WEALTH PARTNERS, LTD

STRATOS WEALTH PARTNERS, LTD

Advisory

N·BEACHWOOD, OH

Data as of Jul 15, 2026 · Source: SEC Form ADV

Total AUM

$18.6B

1-Year AUM Growth

+21.5%

3-Year CAGR

+13.8%

Employees

352

Assets Under Management

Total AUM$18.6B

Discretionary AUM$17.8B

Non-Discretionary AUM$798M

Discretionary %95.7%

Total Clients21,699

Team

Total Employees352

Investment Advisers618

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record312

First FilingMay 11, 2010

Latest FilingJul 15, 2026

🔒 Full AUM trend chart and 312 historical filings spanning 16+ 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 PARTNERS, LTD

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