Strategic Wealth Partners Llc
- Regulatory AUM
- $102M
- Discretionary
- $102M
- Clients
- 212
- Avg AUM / client
- $480K
- Accounts
- 672
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 212 | $102M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Nti Connect 401(k) Plan Nti Connect, Llc | 2024 | |
| Spitzer Management Inc Profit Sharing And Savings Plan Spitzer Management, Inc. | 2024 | |
| Tradebe Environmental Services 401(k) Plan Tradebe Environmental Services | 2024 | |
| Outform Group, Inc. Union 401(k) Plan Outform Group, Inc. | 2024 | |
| Hall Prangle & Schoonveld Llc Retirement Plan Hall Prangle & Schoonveld Llc | 2024 | |
| Cleveland Clinic Savings And Investment Plan The Cleveland Clinic Foundation | 2024 | |
| Federated Funeral Directors Of America, Inc., A Fiducial Company, 401(k) Savings Plan Fiducial, Inc. | 2024 | |
| Outform Group, Inc Savings And Protection Plan Outform Group, Inc. | 2024 | |
| Marion Body Works, Inc. Savings Plan Marion Body Works, Inc. | 2024 | |
| Ottawa Dental Laboratory, Llc Employees' Profit Sharing Plan Ottawa Dental Laboratory, Llc | 2024 |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam Gregory Schmidt | Registered representative | Oct 2025 (1y) | ||
| William Harold Riggs | Registered representative | Nov 2025 (1y) |
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.
Retirement plans served (10)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Nti Connect 401(k) Plan | Nti Connect, Llc | 1,156 | $28.2M | 01/01/2024 |
| Spitzer Management Inc Profit Sharing And Savings Plan | Spitzer Management, Inc. | 765 | $107M | 01/01/2024 |
| Tradebe Environmental Services 401(k) Plan | Tradebe Environmental Services | 876 | $59.0M | 01/01/2024 |
| Outform Group, Inc. Union 401(k) Plan | Outform Group, Inc. | 102 | $2.6M | 01/01/2024 |
| Hall Prangle & Schoonveld Llc Retirement Plan | Hall Prangle & Schoonveld Llc | 108 | $27.6M | 01/01/2024 |
| Cleveland Clinic Savings And Investment Plan | The Cleveland Clinic Foundation | 68,206 | $9.2B | 01/01/2024 |
| Federated Funeral Directors Of America, Inc., A Fiducial Company, 401(k) Savings Plan | Fiducial, Inc. | 140 | $17.5M | 01/01/2024 |
| Outform Group, Inc Savings And Protection Plan | Outform Group, Inc. | 397 | $59.5M | 01/01/2024 |
| Marion Body Works, Inc. Savings Plan | Marion Body Works, Inc. | 393 | $18.7M | 01/01/2024 |
| Ottawa Dental Laboratory, Llc Employees' Profit Sharing Plan | Ottawa Dental Laboratory, Llc | 363 | $9.7M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 984 KB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗