Salt Lake City, UT S. State Street Office

Team
Updated today
Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Firm-wide stats for Stratos Wealth Partners, Ltd

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Stratos Wealth Partners serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, retirement plans, charitable organizations and corporations — and provides financial planning, advisor‑managed wrap and non‑wrap programs, access to model portfolios and third‑party manager solutions, and retirement plan consulting. Services are delivered through a large network of investment adviser representatives (IARs) who offer ongoing portfolio management, financial planning, sub‑advisory relationships and specialized consulting for business and executive clients.

The firm’s advice model combines individualized asset allocation and active monitoring with access to both proprietary and third‑party strategies; IARs may manage accounts on a discretionary or non‑discretionary basis and commonly use platforms and programs from providers such as LPL, Fidelity, Schwab, Envestnet and SEI. Stratos also supports held‑away discretionary management for workplace retirement and other external accounts via the Pontera system and operates both bundled (wrap) and unbundled fee arrangements across multiple custodians.

Distinctive features include a December 2025 majority ownership transaction that placed Stratos under common indirect ownership with SEI‑affiliated entities, providing access to SEI Investment Management Corporation (SIMC) strategies and SEI Private Trust Company (SPTC) custody and cash sweep arrangements; those affiliations, along with an in‑house subadvisor (Stratos Investment Management) and programs that allow some IARs to become employees, create specific operational relationships and potential conflicts the firm discloses and manages. The firm’s enterprise scale and its range of offerings — from OCIO and institutional solutions to niche services such as sports and entertainment and executive planning — differentiate its platform from many smaller advisory firms.

Based on Stratos Wealth Partners, Ltd

Expertise

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Based on Stratos Wealth Partners, Ltd

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on Stratos Wealth Partners, Ltd

Location

95 S. State Street, Suite 850

Salt Lake City UT 84111

Advisors at this office

5

Advisors at this office

user avatar

Richard G

Series 66

Salt Lake City, UT

Stratos Wealth Partners, Ltd

Richard Gallacher is a financial advisor with Stratos Wealth Partners, Ltd in Salt Lake City, UT. He holds a Series 66 designation and has nine years of industry experience. His prior roles include positions at Lincoln Financial Advisors and LPL Financial. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Austyn W

CFP®, Series 66

Salt Lake City, UT

Stratos Wealth Partners, Ltd

Austyn Whittenburg is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He previously worked at Lincoln Financial Advisors for eight years and has been with Stratos and LPL Financial since 2019. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional organizations, offering a range of services such as financial planning, advisor-managed portfolios, model portfolios, and retirement consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to both proprietary and third-party strategies across multiple platforms and custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Cydne B

Series 66

Salt Lake City, UT

Stratos Wealth Partners, Ltd

Cydne Butler is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 18 years of industry experience. Prior to joining Stratos in 2022, she worked at Morgan Stanley for five years and Merrill for ten years. She serves on the board of the Utah Blues Society. Stratos Wealth Partners serves a broad mix of individual and institutional clients, offering financial planning, advisor-managed programs, and retirement plan consulting through a large network of investment adviser representatives. The firm’s approach combines individualized asset allocation with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary management across multiple platforms and custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Jonathan M

CFP®, Series 66

Salt Lake City, UT

Stratos Wealth Partners, Ltd

Jonathan Mckenzie is a CFP® professional with 19 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd in Salt Lake City, UT. His prior work includes roles at Morgan Stanley & Co. LLC and Financial Network. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, managed wrap and non-wrap programs, access to model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with proprietary and third-party strategies across multiple platforms and custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Daniel W

CFP®, Series 63, Series 65

Salt Lake City, UT

Stratos Wealth Partners, Ltd

Daniel Whittenburg is a CFP® professional with 34 years of experience in the financial services industry. He currently serves as an advisor at Stratos Wealth Partners, Ltd and has previously held positions at Lincoln Financial Advisors Corporation. Whittenburg also manages Whittenburg Capital, LLC, a business entity used for tax and investment purposes. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who utilize both proprietary and third-party strategies.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
View complete list of advisors at this office
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