{"url":"https://nivawealth.com/firms/strategic-wealth-partners-336564","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/336564","regulatoryAum":101700000,"crd":"336564","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"7285473","suffix":"IV","lastName":"Riggs","firstName":"William","middleName":"Harold"},{"crd":"6138947","suffix":null,"lastName":"SCHMIDT","firstName":"ADAM","middleName":"GREGORY"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"secFileNumber":"801-134414","legalName":"Strategic Wealth Partners LLC","displayName":"Strategic Wealth Partners","slug":"strategic-wealth-partners-336564","website":"https://strategicwealthpartners.net/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/336564/9551c87116b469e1-r1.webp","tone":"light","width":782,"height":200,"sourceUrl":"https://strategicwealthpartners.net/","sourceLabel":"Strategic Wealth Partners LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Wyoming limited liability company","fiscalYearEnd":"December","headquarters":{"street":"230 Franklin RD, Building 2b","city":"Franklin","state":"TN","stateName":"Tennessee","country":"United States","postalCode":"37064"},"tradeNames":[],"registration":{"secApproved":"24 September 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":479716.9811320755,"staff":{"employees":4,"advisory":2,"brokerDealerReps":0,"insuranceAgents":3,"promoters":1},"aum":{"regulatory":101700000,"discretionary":101700000,"discretionaryAccounts":672,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"High-net-worth individuals","clients":212,"regulatoryAum":101700000}],"feePrograms":[{"role":"other","program":"Financial Planning and Consulting","summary":"Stand-alone fixed fee, negotiable, generally $0 to $25,000 depending on the scope of service.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051910","versionId":1051910,"submittedOn":"2026-07-16","documentName":"ADV 2A BROCHURE - STRATEGIC WEALTH PARTNERS LLC"},{"role":"other","program":"Retirement Plan Asset Management","summary":"Individually negotiated fee, generally 0.50% to 1.75% of plan assets, negotiable by scope and plan size.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051910","versionId":1051910,"submittedOn":"2026-07-16","documentName":"ADV 2A BROCHURE - STRATEGIC WEALTH PARTNERS LLC"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T18:04:09.51841+00:00","documents":[{"name":"ADV 2A BROCHURE - STRATEGIC WEALTH PARTNERS LLC","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051910","versionId":1051910,"submittedOn":"2026-07-16"}]},"custodians":[],"custodyNote":"Strategic Wealth Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Leanna Oliver","title":"President","crd":"8092946"},{"name":"Drake Oliver","title":"Vice","crd":"8092948"}],"ownership":[{"label":"Strategic Retirement Solutons LLC","detail":"Owner in the 75% or more ownership band and a control person, since February 2025."},{"label":"Leanna Oliver","detail":"Indirect owner: a member of Strategic Retirement Solutons LLC in the 75% or more band and a control person, since June 2022.","parent":"Strategic Retirement Solutons LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":1,"privateResidences":1},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Tennessee","offices":1,"addresses":[{"street":"230 Franklin RD, Building 2b","city":"Franklin","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"615-722-9990","stateRegisteredReps":2,"otherAdviserReps":2,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":86},{"label":"Investment grade corporate bonds","percent":10},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"16 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/336564/PDF/336564.pdf","brochureDate":"16 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1051910","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Strategic Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Strategic Wealth Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How many financial advisors does Strategic Wealth Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Strategic Wealth Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Strategic Wealth Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Strategic Wealth Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Strategic Wealth Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}