Strategic Wealth Partners (SWP) Revenue
Financial Services • 
Deerfield, Illinois, United States • 21-50 Employees
Strategic Wealth Partners (SWP) revenue & valuation
| Annual revenue | $8,500,000 |
| Revenue per employee | $208,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $27,200,000 |
| Total funding | No funding |
Key Contact at Strategic Wealth Partners (SWP)
Michael Garrison
Wealth Advisor And Director Of Investments
Company overview
| Headquarters | 520 Lake Cook Road, Suite 520, Deerfield, IL 60015, US |
| Phone number | +12246321600520 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Financial Planning, Investment Advisory, Investment Management, Qualified Retirement Plans, Estate & Tax Planning, Wealth Advice, Investment Performance Reporting |
| Founded | 2008 |
| Employees | 21-50 |
| Socials |
Strategic Wealth Partners (SWP) Email Formats
Strategic Wealth Partners (SWP) uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@stratwealth.com), used 65.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@stratwealth.com | 65.5% |
{first name}{last name} | johndoe@stratwealth.com | 20.7% |
{last name}{last name} | doedoe@stratwealth.com | 13.8% |
About Strategic Wealth Partners (SWP)
Strategic Wealth Partners (“SWP”) is an independently managed wealth management firm that has been partnering with clients since 2008. We created SWP because we saw an opportunity to provide more personalized solutions to clients in an environment that put their interests first. Our work on behalf of our clients is far-reaching, but it all comes down to managing complexity, delivering simplicity, and helping people reach their goals. In May 2024, SWP joined Kovitz Investment Group Partners, LLC, who is fully owned by Focus Financial Partners. This partnership gives our clients additional service offerings and expertise. The fiduciary duty is at the core of SWP — the legal and ethical obligation to put your interests ahead of our own. Our fee structure also aligns with your best interests. We are paid directly by our clients and don’t receive commissions or other financial incentives for our work. As a fiduciary, we offer you confidence in knowing... -The advice you receive is objective -Your financial advice is separate from the custody of assets, so we can better focus on your needs -We provide fee transparency, so you know exactly how much you pay for our services Please read our disclosure statement at: https://stratwealth.com/legal/
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Strategic Wealth Partners (SWP) has 26 employees across 4 departments.
Departments
Number of employees
Funding Data
Strategic Wealth Partners (SWP) has never raised funding before.
Strategic Wealth Partners (SWP) Tech Stack
Discover the technologies and tools that power Strategic Wealth Partners (SWP)'s digital infrastructure, from frameworks to analytics platforms.
Security
Form builders
JavaScript libraries
JavaScript libraries
Maps
JavaScript libraries
JavaScript libraries
CDN
JavaScript libraries
Miscellaneous
Security
Australia
Germany
France
Canada
United Arab Emirates
Netherlands
Nigeria
Frequently asked questions
4.8
40,000 users
