$14.2M Total AUM
$14.2M Disc. AUM
-- 3Y CAGR
1 Employees
52 ADV. Clients
15 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-04-2011
- Office Locations
- 1
Office Locations
-- Cotopaxi CO
About Strategic Wealth Partners, LLC
Strategic Wealth Partners, LLC is a Cotopaxi-based RIA. The firm has been operating for 15 years. Managing $14.2M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$14.2M AVG AUM / ADVISOR
$273.3K AVG AUM / CLIENT
2.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
D
DAVID CHARLES VOGT
Chief Compliance Officer, Managing Member
- CRD
- #3065080
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,213,382 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,213,382 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | 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 |
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