STRATEGIC WEALTH PARTNERS LLC

STRATEGIC WEALTH PARTNERS LLC of FRANKLIN, TN is an SEC-registered investment adviser (CRD 336564). Regulatory assets under management: $101.7M.

Registration

• CRD: 336564
• SEC file number: 801-134414
• Type: Registered investment adviser
• Location: 230 FRANKLIN RD, BUILDING 2B, FRANKLIN, TN, 37064
• Phone: 615-722-9990
• Latest filing: 2026-07-16
• Regulatory AUM: $101.7M
• Discretionary AUM: $101.7M
• Clients: 4
• Accounts: 672

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336564 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search