Strategic Wealth Partners (SWP) logo

Strategic Wealth Partners (SWP) Employee Directory

Financial ServicesIllinois, United States2-10 Employees

Strategic Wealth Partners (SWP) has about 8 employees across 3 continents, most of them in North America. By country, the largest groups are United States Of America (95%), United Kingdom Of Great Britain And Northern Ireland (2%) and Canada (2%). Banking and Community & Social Services make up over half of the profiles with a known department. Strategic Wealth Partners (SWP)'s workforce spans 4 departments.

Find Strategic Wealth Partners (SWP) employees' phone numbers or email addresses

Strategic Wealth Partners (SWP) Global Highlights

Location
Employees

North America
62

Minus sign iconPlus sign icon
  • United States Of America
    61
  • Canada
    1

Europe
1

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    1

Oceania
1

Minus sign iconPlus sign icon
  • Australia
    1

North America accounts for 97% of Strategic Wealth Partners (SWP)'s workforce, followed by Europe (2%) and Oceania (2%).

Strategic Wealth Partners (SWP)'s Leadership

  • Vp / Coo / Co-Founder / Sr. Wealth Advisor at Strategic Wealth Partners (SWP)
    A. Z.
    Vp / Coo / Co-Founder / Sr. Wealth Advisor
  • Founder - Fractional Coo / Marketing Director at Strategic Wealth Partners (SWP)
    A. M.
    Founder - Fractional Coo / Marketing Director
  • Partners Ceo at Strategic Wealth Partners (SWP)
    M. C.
    Partners Ceo
  • Managing Partner at Strategic Wealth Partners (SWP)
    G. L.
    Managing Partner
  • Director Of Financial Planning at Strategic Wealth Partners (SWP)
    J. H.
    Director Of Financial Planning
  • Wealth Advisor And Director Of Investments at Strategic Wealth Partners (SWP)
    M. G.
    Wealth Advisor And Director Of Investments
  • Business Development Director at Strategic Wealth Partners (SWP)
    S. R.
    Business Development Director
  • Manager Of Client Service at Strategic Wealth Partners (SWP)
    J. S.
    Manager Of Client Service

Strategic Wealth Partners (SWP) Employee Metrics

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

Banking is the largest department at 50% of profiles with a known department, followed by Community & Social Services (25%) and Business Development (13%).

Contact profiles from Strategic Wealth Partners (SWP)

Name
Title
Contact
Location
Last Update
  • Founder - Fractional Coo / Marketing Director at Strategic Wealth Partners (SWP)
    A. M.
    Founder - Fractional Coo / Marketing Director
    United Kingdom, England
    Sep 08, 2026
  • Vp / Coo / Co-Founder / Sr. Wealth Advisor at Strategic Wealth Partners (SWP)
    A. Z.
    Vp / Coo / Co-Founder / Sr. Wealth Advisor
    Oct 22, 2024
  • Managing Partner at Strategic Wealth Partners (SWP)
    G. L.
    Managing Partner
    Jul 22, 2025
  • Partners Ceo at Strategic Wealth Partners (SWP)
    M. C.
    Partners Ceo
    Mar 07, 2025
  • Director Of Financial Planning at Strategic Wealth Partners (SWP)
    J. H.
    Director Of Financial Planning
    Oct 16, 2024
  • Wealth Advisor And Director Of Investments at Strategic Wealth Partners (SWP)
    M. G.
    Wealth Advisor And Director Of Investments
    Jun 05, 2025
  • Business Development Director at Strategic Wealth Partners (SWP)
    S. R.
    Business Development Director
    Oct 23, 2024
  • Manager Of Client Service at Strategic Wealth Partners (SWP)
    J. S.
    Manager Of Client Service
    Oct 17, 2024
  • Senior Wealth Advisor at Strategic Wealth Partners (SWP)
    W. M. P.
    Senior Wealth Advisor
    May 29, 2026
  • Senior Portfolio Administrator at Strategic Wealth Partners (SWP)
    J. B.
    Senior Portfolio Administrator
    Oct 18, 2024

Frequently Asked Questions

What are the largest departments at Strategic Wealth Partners (SWP)?

Minus sign iconPlus sign icon
Banking is the largest department at 50% of profiles with a known department, followed by Community & Social Services (25%) and Business Development (13%). Strategic Wealth Partners (SWP)'s workforce spans 4 departments.

Where are Strategic Wealth Partners (SWP)'s employees located?

Minus sign iconPlus sign icon
Strategic Wealth Partners (SWP) has about 8 employees across 3 continents, most of them in North America. North America accounts for 97% of Strategic Wealth Partners (SWP)'s workforce, followed by Europe (2%) and Oceania (2%). By country, the largest groups are United States Of America (95%), Canada (2%) and United Kingdom Of Great Britain And Northern Ireland (2%).

How many employees does Strategic Wealth Partners (SWP) have currently?

Minus sign iconPlus sign icon
Strategic Wealth Partners (SWP) has approximately 8 employees as of October 2026. These team members are located across 3 continents, including North America, Europe and Oceania.

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

Minus sign iconPlus sign icon

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

  • Vp / Coo / Co-Founder / Sr. Wealth Advisor: A. Z.
  • Founder - Fractional Coo / Marketing Director: A. M.
  • Partners Ceo: M. C.
  • Managing Partner: G. L.
  • Director Of Financial Planning: J. H.

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

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

Minus sign iconPlus sign icon
Strategic Wealth Partners (SWP) employees' email format typically follows the pattern of FLast@stratwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Strategic Wealth Partners (SWP) email formats with LeadIQ.

What is Strategic Wealth Partners (SWP) known for?

Minus sign iconPlus sign icon
Strategic Wealth Partners (SWP) was founded in 2008 and operates in the Financial Services industry. You can contact Strategic Wealth Partners (SWP)'s main corporate office by phone at . Explore Strategic Wealth Partners (SWP)'s company overview page for more information.

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.