Irvine, CA Executive Park Office
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Stratos Wealth Partners, Ltd
Enterprise
Firm-wide stats for Stratos Wealth Partners, Ltd
About
Stratos Wealth Partners, Ltd. is an SEC‑registered enterprise adviser with roughly 379 advisors and about $18.6 billion in assets under management that serves a broad mix of individuals (including high‑net‑worth clients), retirement plans, corporations, nonprofits and other institutional clients. Services are delivered through affiliated and independent investment adviser representatives and include advisor‑managed wrap and non‑wrap programs, financial planning (flat‑fee, subscription and hourly), third‑party manager programs, and outsourced CIO solutions for institutional clients.
The firm’s model is IAR‑driven: most advisors operate as independent contractors (with a program for some to become employees) and provide discretionary and non‑discretionary portfolio management, using customized portfolios or model allocations aligned to client goals and ongoing active monitoring. Stratos employs an open‑architecture approach that integrates multiple third‑party platforms and managers — including affiliated sub‑advisors (Stratos Investment Management and SEI Investment Management Corporation), Envestnet, LPL, Fidelity and Schwab — and offers overlay and tax‑management features as part of portfolio implementation.
Several features disclosed in the brochure distinguish Stratos from many peers: a December 2025 strategic investment by SEI brought common ownership with SEI Investment Management Corporation and SEI Private Trust Company, enabling use of SEI‑managed strategies, the SEI Integrated Cash Program (including a mandatory 1% FDIC sweep) and the SEI Access Marketplace — arrangements the firm identifies as creating potential economic conflicts of interest. The brochure also highlights less common operational elements such as held‑away discretionary management via the Pontera platform, an option‑overlay sub‑adviser arrangement that shares fees with a parent company, and niche planning services (for example, sports and entertainment and executive planning), which clients are asked to review with their IAR.
Based on Stratos Wealth Partners, Ltd
Expertise
Based on Stratos Wealth Partners, Ltd
Occupation focus
Based on Stratos Wealth Partners, Ltd
Demographic focus
Based on Stratos Wealth Partners, Ltd
Location
32 Executive Park, Suite 130
Irvine CA 92614
Advisors at this office
4
Advisors at this office
Jeremy M
CFP®, Series 66
Irvine, CA
Stratos Wealth Partners, Ltd
Jeremy Mincks is a CFP® professional with 13 years of experience in the financial advisory industry. He has been with Stratos Wealth Partners, Ltd since 2016 and concurrently affiliated with LPL Financial since 2015, following a one-year tenure at Edward Jones. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisor managing approximately $18.6 billion in assets with a team of around 379 advisors. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture platform that integrates multiple third-party managers and offers discretionary and non-discretionary portfolio management tailored to client goals.
Scott I
Series 66
Irvine, CA
Stratos Wealth Partners, Ltd
Scott Irribarra is a financial advisor at Stratos Wealth Partners, Ltd, holding a Series 66 license with one year of industry experience. His prior roles include positions at LPL Financial, LLC, AT&T, GameStop, and in the music industry. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an open-architecture investment approach and offers a range of services including discretionary portfolio management, financial planning, and outsourced CIO solutions.
Thomas P
Series 63, Series 65
Irvine, CA
Stratos Wealth Partners, Ltd
Thomas Papadopoulos is a financial advisor at Stratos Wealth Partners, Ltd. with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners and LPL Financial throughout his career. Papadopoulos also operates a business entity, Papadopoulos Incorporated, for tax and investment purposes. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform that integrates multiple third-party managers.
Constantine B
Series 63, Series 65
Irvine, CA
Stratos Wealth Partners, Ltd
Constantine Basdakis is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes roles at LPL Financial, Citigroup Global Markets, and Transamerica Financial Advisors. He is also involved in managing Basdakis Wealth Management Group, Inc., which operates within his LPL business activities. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including financial planning and outsourced CIO solutions through an independent-advisor model with an open-architecture investment approach.
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