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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-19-2008
- Office Locations
- 7
Office Locations
About Strategic Wealth Partners, Ltd.
Strategic Wealth Partners is an Independence, OH-based RIA providing comprehensive wealth management and objective financial planning, including tax-aware retirement and education planning and exit-strategy guidance for business owners. The firm also offers M&A/transition advisory and proprietary client tools (Portfolio X-Ray, Wealthalyze, Sellability Score). Led by frequent financial-media contributor Mark Tepper; custody includes Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK M TEPPER
Chief Executive Officer, Managing Member, Managing Partner, Partner
- CRD
- #4417859
- Ownership
- 50% but less than 75%
NATHAN MICHAEL FISCHER
Chief Investment Officer, President
- CRD
- #7326451
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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DAVID R ABATE
Certified Financial Planner
- CRD
- #5069849
PETER JAMES BRUNTON
Advisor
- CRD
- #6882301
Showing 2 of 21 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,636,365,021 | $452,660 |
| Non-Discretionary | $8,364,958 | $141,779 |
| Total | $1,644,729,979 | $447,667 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | 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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