LeadIQ logo
Learn more at LeadIQ.com
Strategic Wealth Partners logo

Strategic Wealth Partners Employee Directory

Investment ManagementOhio, United States11-50 Employees

Strategic Wealth Partners operates in the investment management industry, providing wealth management strategies for business professionals and entrepreneurs. The firm supports clients through all life stages—from building wealth and planning for retirement to exiting a business—focusing on prudent financial decisions. Its services aim to grow and protect assets, minimize tax consequences, and maximize gains from liquidity events. The company is based in Independence, Ohio, serving a relatively small to mid-sized client advisory practice. A notable recent development is the 2024 announcement that Strategic Wealth Partners agreed to merge with Kovitz Investment Group Partners.

Find Strategic Wealth Partners employees' phone numbers or email addresses

Strategic Wealth Partners Global Highlights

Location
Employees

North America
43

Minus sign iconPlus sign icon
  • United States Of America
    41
  • Canada
    2

Asia
1

Minus sign iconPlus sign icon
  • India
    1

Strategic Wealth Partners's Leadership

  • Director Of Investor Relations at Strategic Wealth Partners
    N. F.
    Director Of Investor Relations
    Mobile Phone

Strategic Wealth Partners Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Operations
  • Administrative
  • Other
  • Consultant
  • Business Development
  • Banking
  • Community & Social Services
  • Business

Contact profiles from Strategic Wealth Partners

Name
Title
Contact
Location
Last Update
  • Director Of Investor Relations at Strategic Wealth Partners
    N. F.
    Director Of Investor Relations
    Mobile Phone
    Oct 16, 2026

Frequently Asked Questions

What is Strategic Wealth Partners known for?

Minus sign iconPlus sign iconStrategic Wealth Partners was founded in 2003 and operates in the Investment Management industry. You can contact Strategic Wealth Partners's main corporate office by phone at
+1-216-447-****
. Explore Strategic Wealth Partners's company overview page for more information.

What is Strategic Wealth Partners's most common email format?

Minus sign iconPlus sign iconStrategic Wealth Partners employees' email format typically follows the pattern of First@swpconnect.com. Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Partners email formats with LeadIQ.

How many employees does Strategic Wealth Partners have currently?

Minus sign iconPlus sign iconStrategic Wealth Partners has approximately 28 employees as of October 2026. These team members are located across 2 continents, including North America and Asia.

Who are Strategic Wealth Partners's key employees and leadership?

Minus sign iconPlus sign icon

As of October 2026, Strategic Wealth Partners's key employees include:

  • Director Of Investor Relations: N. F.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.