Wealth Manager
    SEC Registered
    Manages Private Funds

    Stratos Wealth Advisors LLC

    Registered investment advisor · Beachwood, Ohio · CRD #283816

    Assets Under Management
    $5.6B
    Client Accounts
    12,896
    Employees
    170
    CRD Number
    283816
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stratos Wealth Advisors LLC

    Investment and wealth management advisory firm specializing in a client-centered approach that includes devising and implementing customized plans for each relationship. Areas of expertise: Open-architecture, independent, cost-sensitive and multi-custodian platforms that support investment advisory solutions whether working with business owners, high-net-worth individuals or retirees seeking to engage with a fee-only fiduciary committed to acting in each client's best interest. Our value-driven

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stratos Wealth Advisors LLC

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    Frequently Asked Questions

    What is Stratos Wealth Advisors LLC's AUM?

    Stratos Wealth Advisors LLC reports approximately $5.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stratos Wealth Advisors LLC headquartered?

    Stratos Wealth Advisors LLC is headquartered in Beachwood, Ohio.

    What is Stratos Wealth Advisors LLC's CRD number?

    Stratos Wealth Advisors LLC's CRD number is 283816. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stratos Wealth Advisors LLC manage?

    Stratos Wealth Advisors LLC manages approximately 12,896 client accounts according to its latest SEC filing.

    Is Stratos Wealth Advisors LLC SEC registered?

    Yes, Stratos Wealth Advisors LLC is registered with the SEC as an investment adviser with an approved registration status.

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