Stronghold Wealth Management L.L.C.
Firm details
- Headquarters
- Tampa, Florida
- CRD number
- 161194
- Registered since
- July 25, 2022
- Website
- www.strwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI78.55%
- Individuals20.77%
- Charitable Organizations0.49%
- Corporations / Businesses0.19%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Stronghold Wealth Management L.L.C. is an independent, individual-owned RIA structured as an LLC. The firm is registered with the SEC (registered in 2022) and bills clients on a percentage-of-AUM basis. Stronghold describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its advisory capabilities, as reported, include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting services, and selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities46%
- Public Funds/Mutual Funds32%
- US Government Bonds7%
- Cash & Cash Equivalents6%
- State & Local Bonds5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 40Active vs passive
$36.3M in ETFs
93%
$33.8M
5%
$2.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.5M | 11,188 | 23.51% |
Location
Tampa, FL
Hillsborough
Location
Tampa, FL
Headquartered in Tampa, FL, in the South of the United States.
- Region
- South
- County
- Hillsborough
- Address
- 1005 W Cleveland St
- Time zone
- ET (UTC-5)
- Office locations
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