$40.0M Total AUM
$40.0M Disc. AUM
-- 3Y CAGR
1 Employees
89 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2021
- Office Locations
- 1
Office Locations
-- West Palm Beach FL
About Strategic Wealth Partners Inc.
Strategic Wealth Partners, Inc. is an independent, fee-based investment advisor in Rochester, NY serving individual investors and institutions nationwide. The firm builds custom portfolios focused on income generation and strategic growth, targeting market-like returns with lower-than-market risk. Portfolios are actively managed with independent research and daily review of markets and macro conditions.
Team overview
-- AVG AGE
$40.0M AVG AUM / ADVISOR
$449.4K AVG AUM / CLIENT
4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Services
Available
Technology
Available
Owner & Executives
W
WILLIAM ALBERT BOSELLI
Chief Compliance Officer, President
- CRD
- #2714563
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $40,000,000 | $201,299 |
| Non-Discretionary | $0 | -- |
| Total | $40,000,000 | $201,299 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - OTC:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available U.S. Government/Agency:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing