CRD: 336564
Strategic Wealth Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2025
- Office Locations
- 1
Office Locations
About Strategic Wealth Partners LLC
Strategic Wealth Partners is a Franklin, TN wealth management and financial planning firm centered on risk management in retirement planning. The team builds actively managed, multi-asset model portfolios using third-party managers, aiming for risk-adjusted returns rather than buy-and-hold. Their process includes a personal Risk Score and four-prong risk assessment, alongside tax-reduction, asset protection, estate, and long-term care planning.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Drake Bryant Oliver
Chief Compliance Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
Leanna Christine Oliver
President
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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William Harold Riggs IV
--
- CRD
- #7285473
ADAM GREGORY SCHMIDT
--
- CRD
- #6138947
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,700,000 | $151,339 |
| Non-Discretionary | $0 | -- |
| Total | $101,700,000 | $151,339 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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