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Evolution From Advisor to CEO - Part 1: You're Fired!

Kevin Elvington

May 12, 2021
2 min

Evolution From Advisor to CEO - Part 1: You're Fired!

51 views0 comments

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Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 300 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.

Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings.

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $9.6 billion in advisory assets, and advises through LPL Financial, over $6.9 billion in brokerage and third party managed assets for a total of $16.5 billion as of December 31, 2022.

You may also use the quotes below, but cannot combine the totals into one.

Fundamentum, LLC, an SEC Registered Investment Advisor, manages over $1.1 billion in advisory assets as of December 31, 2022.

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $2.8 billion in advisory assets and over $12 million in third party managed assets as of December 31, 2022.

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $287 million in advisory assets, and advises through LPL Financial, over $304 million in brokerage and third party managed assets for a total of $591 million as of December 31, 2022.

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