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CORE VALUES

people first

People First

Putting People First is at the core of everything we do. Our singular focus is to meet the needs of our advisors and clients on a daily basis. We have a saying here at Stratos - "Our advisors and Partners don't work for us, we work for them." 

target

Face Challenges

with Optimism

We believe that facing challenges brings out our best -- our best thinking, our best problem-solving skills, our best teamwork. We are not intimidated by a challenge; we are inspired by it.

empower

Empower Entrepreneurs

The entrepreneurial spirit is in our DNA. It's why we exist. And to this day, we continue to provide advisors with the resources and tools to help them become better entrepreneurs and leaders.

collaboration

Embrace

Collaboration

Two heads are better than one. Ten are better than two. We believe that when we work as a team, we can achieve our loftiest goals.

love

Listen, Care, Serve

We are committed to truly understanding the goals of our advisors and clients so that we can help them achieve their own version of success.

do the right thing

Do the

Right Thing

Be honest. Be fair. Be forthright.  In our view, there’s no other way to conduct business. 

Stratos Only Logo - White Text - Solid O

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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

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Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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