# STRATEGIC WEALTH PARTNERS INC.

STRATEGIC WEALTH PARTNERS INC. is an SEC-registered investment adviser.

## Registration

- CRD: 158483
- Type: SEC-registered investment adviser
- SEC file number: 801-72682
- Phone: 585-738-9930
- Latest filing: 2026-01-03
- Regulatory AUM: $40.0M
- Discretionary AUM: $40.0M
- Clients: 1
- Accounts: 85

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| BOSELLI WILLIAM ALBERT | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| LIEBER MARTIN STUART | EXEC OFFICER; SEC./TREAS. | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158483/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158483/similar
- Related entities: https://search.stillhousedata.com/firm/158483/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158483

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.