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STRATOS WEALTH ADVISORS LLC
BEACHWOOD, OH
(440) 519-2500
SEC #801-108211Total AUM
$5.6B
Employees
170Clients
5,024Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
3750 PARK EAST DRIVE
SUITE 200
BEACHWOOD
OH 44122
United States
SUITE 200
BEACHWOOD
OH 44122
United States
Operating Hours
8:00 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
(440) 519-2500
Other Offices
30
Financials
Total AUM
$5.6B
Accounts
12,896Discretionary
$5.5B
Accounts
12,764Non-Discretionary
$35.9M
Accounts
132
Clients
Individual Clients
3,573AUM
$1.2B
HNW Individual Clients
1,355AUM
$4.2B
Pension/Profit Sharing Plan Clients
40AUM
$36.7M
Charitable Organization Clients
10AUM
$21M
Insurance Company Clients
1AUM
$3.1M
Corporation or Business Clients
45AUM
$118M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
PERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGERS
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
Affiliates
Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.