DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Former SEC-registered adviser

Strategic Wealth Partners Inc.

Former SEC-registered adviserCRD 158483SEC 801-72682IAPD
Legal name Strategic Wealth Partners, Inc.
Latest filing Mar 28, 2022
First filing on the tape Nov 22, 2011 · 28 filings
RAUM
$31.0M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$31.0M individuals and HNW
Advisors
1
registered through the firm on IAPD
RAUM per advisor
$31.0M
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
28 filings and snapshots on the tape
RAUM$35.2M as of Feb 2, 2022
Feb 10, 2012$40.0M then
HNW client RAUM$35.0M as of Feb 2, 2022
Jan 16, 2018$57.0M then
State-registered IARs (5.B.3)1 as of Feb 2, 2022
Feb 10, 20120 then
Employees (5.A)1 as of Feb 2, 2022
Mar 5, 20130 then
Private funds: no history
RAUM +2.6% over the last fiscal year-22% a year over threeIARs 0 to 1offices 1 to 0
Practice profile
derived from the filing of Mar 28, 2022; every figure names its basis
RAUM per advisor
$31.0MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
154derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$200,000derivedHNW RAUM over HNW clients
Average account
$201,299derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.0derivedItem 5.A over advisors
Advisors per office
1.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+17%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
-16%derived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individuals, publicationsreportedItem 5.G
Wrap fee program
$62.0MreportedItem 5.I
Custody
$31.0M, 154 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$30.0M97%
  • Individuals$1.0M3.2%
Individual clients
4reported
HNW clients
150reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
154reported
Financial planning clients
n/areported
Wrap fee programs
$31.0M sponsored, $31.0M managedreported
Custody of client assets
$31.0M for 154 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
absent from the latest SEC rosterderived
Advisors registered through the firm
1 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
William Albert BoselliWest Palm Beach, FlOct 6, 202530 y2
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • Albert William Boselli · Chief Compliance Officercontrol
      since 06/2011 · owns 50% to 75%
    Related persons
    Schedule D 7.A
    No related person reported.
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    What changed
    consecutive filings, newest first
    • Accounts · 151 to 154
      Mar 3, 2022 to Mar 28, 2022
    • HNW clients · 147 to 150
      Mar 3, 2022 to Mar 28, 2022
    • Assets in custody · unset to 31000000.0
      Mar 3, 2022 to Mar 28, 2022
    • Custody of client assets · false to true
      Mar 3, 2022 to Mar 28, 2022
    • Financial planning clients · 101-250 to unset
      Mar 3, 2022 to Mar 28, 2022
    • Discretionary RAUM · $35.2M to $31.0M
      Mar 3, 2022 to Mar 28, 2022
    • HNW RAUM · $35.0M to $30.0M
      Mar 3, 2022 to Mar 28, 2022
    • Individual RAUM · $200,000 to $1.0M
      Mar 3, 2022 to Mar 28, 2022
    • RAUM · $35.2M to $31.0M
      Mar 3, 2022 to Mar 28, 2022
    • Wrap assets (manager) · unset to 31000000.0
      Mar 3, 2022 to Mar 28, 2022
    • Wrap assets (sponsor) · unset to 31000000.0
      Mar 3, 2022 to Mar 28, 2022
    • Accounts · 147 to 151
      Jan 4, 2022 to Feb 2, 2022
    • Advisory employees · 0 to 1
      Jan 4, 2022 to Feb 2, 2022
    • Advisory activities · 1 to 2
      Jan 4, 2022 to Feb 2, 2022
    • Assets in custody · 31200000.0 to unset
      Jan 4, 2022 to Feb 2, 2022
    • Custody of client assets · true to false
      Jan 4, 2022 to Feb 2, 2022
    • Employees · 0 to 1
      Jan 4, 2022 to Feb 2, 2022
    • Financial planning clients · 0 to 101-250
      Jan 4, 2022 to Feb 2, 2022
    • State-registered IARs · 0 to 1
      Jan 4, 2022 to Feb 2, 2022
    • Other offices · 1 to 0
      Jan 4, 2022 to Feb 2, 2022
    • Discretionary RAUM · $31.2M to $35.2M
      Jan 4, 2022 to Feb 2, 2022
    • HNW RAUM · $31.0M to $35.0M
      Jan 4, 2022 to Feb 2, 2022
    • RAUM · $31.2M to $35.2M
      Jan 4, 2022 to Feb 2, 2022
    • Accounts · 179 to 147
      Aug 17, 2021 to Oct 18, 2021
    • HNW clients · 175 to 147
      Aug 17, 2021 to Oct 18, 2021
    • Assets in custody · unset to 31200000.0
      Aug 17, 2021 to Oct 18, 2021
    • Custody of client assets · false to true
      Aug 17, 2021 to Oct 18, 2021
    • HQ city · WEST PALM BEACH to unset
      Aug 17, 2021 to Oct 18, 2021
    • HQ state · FL to unset
      Aug 17, 2021 to Oct 18, 2021
    • Discretionary RAUM · $30.2M to $31.2M
      Aug 17, 2021 to Oct 18, 2021
    • HNW RAUM · $30.0M to $31.0M
      Aug 17, 2021 to Oct 18, 2021
    • RAUM · $30.2M to $31.2M
      Aug 17, 2021 to Oct 18, 2021
    • Accounts · 185 to 179
      Jan 13, 2020 to Jan 19, 2021
    • HNW clients · 185 to 175
      Jan 13, 2020 to Jan 19, 2021
    • Individual clients · unset to 4.0
      Jan 13, 2020 to Jan 19, 2021
    • Discretionary RAUM · $90.0M to $30.2M
      Jan 13, 2020 to Jan 19, 2021
    • HNW RAUM · $90.0M to $30.0M
      Jan 13, 2020 to Jan 19, 2021
    • Individual RAUM · unset to 200000.0
      Jan 13, 2020 to Jan 19, 2021
    • RAUM · $90.0M to $30.2M
      Jan 13, 2020 to Jan 19, 2021
    • HNW clients · 181 to 185
      Sep 27, 2019 to Jan 13, 2020
    Signals
    No event on the tape.
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    STRATEGICWP.NETreportedpublic record, Form ADV, Sep 18, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Former SEC-registered adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $31.0Mderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026