Strategic Wealth Partners, Ltd.
- Regulatory AUM
- $1.6B
- Discretionary
- $1.6B
- Clients
- 3,674
- Avg AUM / client
- $448K
- Accounts
- 3,674
- Employees
- 24
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,626 | $463M | 28.2% |
| High net worth individuals | 1,020 | $1.1B | 65.5% |
| Charitable organizations | 2 | $12.8M | 0.78% |
| Corporations and other businesses | 26 | $92.2M | 5.61% |
People (21)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark M Tepper | Managing Partner And Sole Member | CFP | Oct 2008 (18y) | 50% – 75% |
| Anthony A Zabiegala | Chief Operating Officer | Dec 2008 (18y) | 10% – 25% | |
| Nathan Michael Fischer | Chief Investment Officer | CFA | Jan 2021 (6y) | 10% – 25% |
| Matthew Allen Bures | Chief Compliance Officer | Feb 2022 (5y) | Less than 5% | |
| Derek Michael Gabrielsen | Registered representative | Oct 2011 (15y) | ||
| David R Abate | Registered representative | CFP | Apr 2012 (14y) | |
| Nathan Angel Forristal Garcia | Registered representative | CFP | Oct 2017 (9y) | |
| Peter James Brunton | Registered representative | CFA | Nov 2017 (9y) | |
| Robert John Lambert | Registered representative | CFA | Aug 2022 (4y) | |
| Michael T Nowacki | Registered representative | Jul 2023 (3y) | ||
| Brian Eugene Martin | Registered representative | CFP | Sep 2023 (3y) | |
| Richard Robert Eicheldinger | Registered representative | CFP | Mar 2024 (2y) | |
| Timothy Michael Mcgannon | Registered representative | Oct 2024 (2y) | ||
| Anthony Christian Gillaizeau | Registered representative | Oct 2024 (2y) | ||
| Samuel Brown Petitjean | Registered representative | Jun 2025 (1y) | ||
| Sean Allen Orick | Registered representative | Jul 2025 (1y) | ||
| Francisco G Texidor Figueroa | Registered representative | Aug 2025 (1y) | ||
| Javier Enrique Cordero Conde | Registered representative | Aug 2025 (1y) | ||
| John Douglas Root | Registered representative | Dec 2025 (1y) | ||
| Juan Jose Santiago Marrero | Registered representative | Jun 2026 (0y) | ||
| Cole Niklaus Frischman | Registered representative | CFP | Jul 2026 (0y) |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/29/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $1.4B (85% of AUM) Mar 2026
- National Financial Services (Fidelity) $249M (15% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 29, 2026.
View current Form ADV (SEC/IAPD) ↗