Strategic Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers. Financial planning was provided to 51–100 clients last fiscal year.
Strategic Wealth Partners reports 212 high-net-worth individuals. Of its assets, 100.0% ($102M across 672 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 212 | $102M | 100.0% | $480K |
| Total | 212 | $102M | 100% | $480K |
- Clients
- 212
- Regulatory AUM
- $102M
- AUM share
- 100.0%
- Avg. per client
- $480K
Total
- Clients
- 212
- Regulatory AUM
- $102M
- AUM share
- 100%
- Avg. per client
- $480K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Strategic Wealth Partners is paid through a percentage of assets under management and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Stand-alone fixed fee, negotiable, generally $0 to $25,000 depending on the scope of service.
- Retirement Plan Asset Management
- Individually negotiated fee, generally 0.50% to 1.75% of plan assets, negotiable by scope and plan size.
Strategic Retirement Solutons LLC owns 75% or more of Strategic Wealth Partners and is in turn owned by Leanna Oliver (75% or more). The leadership team of Strategic Wealth Partners includes President Leanna Oliver. It has 4 employees, 2 of them in advisory roles.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- 3 insurance agents
- 1 soliciting firm
- Owns 75% or more of Strategic Wealth Partners LLC
Strategic Retirement Solutons LLC
Control person · since February 2025
- Owns 75% or more of Strategic Retirement Solutons LLC
Leanna Oliver
Control person · since June 2022
Besides its headquarters, Strategic Wealth Partners has 1 office (1 private residence, listed without an address), with 1 listed address in 1 state.
Tennessee · 1 listed address
- 230 Franklin RD, Building 2b, FranklinHQ
Contact and registration details
- Legal name
- Strategic Wealth Partners LLC
- Headquarters
- 230 Franklin RD, Building 2b, Franklin, TN 37064
- Website
- strategicwealthpartners.net
- Phone
- 615-722-9990
- SEC file
- 801-134414
- Structure
- Wyoming LLC
- Fiscal year end
- December
Strategic Wealth Partners does not have custody of client assets.
At year end, Strategic Wealth Partners’ separately managed accounts were mostly in stocks (86%) and bonds (10%).
What the accounts hold
- Stocks86%
- Bonds10%
- Cash6%
How many clients does Strategic Wealth Partners have?
Strategic Wealth Partners has 212 clients and manages $102 million for them, as of July 2026. They include 212 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 July 2026
What services does Strategic Wealth Partners offer?
Strategic Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How many financial advisors does Strategic Wealth Partners have?
Strategic Wealth Partners has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Wealth Partners invest in?
At the end of its last fiscal year, Strategic Wealth Partners’ separately managed accounts held 86% exchange-traded equities, 10% investment grade corporate bonds and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Wealth Partners?
Strategic Wealth Partners is owned through a holding company by Leanna Oliver. Its direct owner is Strategic Retirement Solutons LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 July 2026
How does Strategic Wealth Partners get paid?
Strategic Wealth Partners is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Strategic Wealth Partners?
Strategic Wealth Partners’ main office is at 230 Franklin RD, Building 2b, Franklin, TN 37064. Its phone number is 615-722-9990. Its website is strategicwealthpartners.net.