STRATEGIC WEALTH PARTNERS, LTD. of INDEPENDENCE, OH is an SEC-registered investment adviser (CRD 148586). Regulatory assets under management: $1.6B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Corporations.
| Name | Role | Location |
|---|---|---|
| Mark M Tepper | MANAGING PARTNER; MANAGING PARTNER AND SOLE MEMBER | — |
| Matthew Allen Bures | CHIEF COMPLIANCE OFFICER | — |
| Nathan Michael Fischer | CHIEF INVESTMENT OFFICER | — |
| Anthony A Zabiegala | CHIEF OPERATING OFFICER | Independence, OH |
| FISCHER MICHAEL | CHIEF INVESTMENT OFFICER | — |
| TEPPER MARK M | MANAGING PARTNER; MANAGING PARTNER AND SOLE MEMBER | — |
| ZABIEGALA ANTHONY A | CHIEF COMPLIANCE OFFICER; CHIEF OPERATING OFFICER | — |
| Bures Matthew Allen | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| WELLESLEY | MA | 1 | 617-584-5696 |
| — | — | 1 | 317-960-5072 |
| WALNUT CREEK | CA | 1 | 925-357-2611 |
| ALPHARETTA | GA | 1 | 415-728-5580 |
| COLUMBIA | MD | 1 | 410-589-0211 |
| LOS ANGELES | CA | 1 | 323-219-0633 |
| WELLESLEY | MA | 1 | 617-584-5696 |
| — | — | 1 | 317-960-5072 |
| WALNUT CREEK | CA | 1 | 925-357-2611 |
| ALPHARETTA | GA | 1 | 415-728-5580 |
| COLUMBIA | MD | 1 | 410-589-0211 |
| LOS ANGELES | CA | 1 | 323-219-0633 |