Stratos Wealth Holdings

Stratos Wealth Holdings is a family of companies focused on supporting the passion and aspirations of financial advisors. Founded in 2009 by co-founders Jeff Concepcion, CEO, and Nancy Andrefsky, CFO, the firm has grown to become a significant player in the wealth management industry. The company's headquarters are in Beachwood, Ohio.

The firm operates as a Registered Investment Advisor (RIA) and offers a comprehensive suite of services and resources to its affiliated advisors. This includes practice management support, succession planning, and a range of investment solutions. Stratos is structured to allow advisors to operate their businesses with a degree of autonomy while benefiting from the infrastructure and support of a larger organization. Their business model caters to experienced financial advisors seeking to enhance their practice or transition to an independent model. Stratos generates revenue through fees from assets under management and other financial services provided through its network.

Through its various affiliated entities like Stratos Wealth Partners and Stratos Investment Management, the holding company provides a wide spectrum of financial products and services. This includes wealth management, financial planning, and investment advisory services tailored to meet the needs of a diverse client base, typically served by their network of independent advisors. The firm has achieved significant growth, being recognized on lists such as the Inc. 5000 for fastest-growing private companies.

Keywords: wealth management, financial advisory, registered investment advisor, asset management, financial planning, succession planning, investment solutions, independent advisors, practice management, financial services