Leanna Oliver is a control person of Strategic Wealth Partners and directly owns under 5% of it.
Strategic Wealth Partners is an investment adviser based in Franklin, TN, registered with the SEC since 2025. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $102 million, as filed on 16 July 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8092946
- Firm
- Strategic Wealth Partners · CRD 336564
- Role
- President
- In role since
- February 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Franklin, TN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Leanna Oliver work?
Leanna Oliver has been President of Strategic Wealth Partners LLC since February 2025, and is a control person of the firm.
How can I verify Leanna Oliver’s record?
Leanna Oliver’s role is listed on Strategic Wealth Partners LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 336564.