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, SEC‑registered advisory firm organized as an LLC and registered in 2022. The firm is owned by an individual and bills clients on a percentage‑of‑AUM basis. It serves both individual and family clients as well as institutional relationships and describes itself as a capital allocator that selects and allocates to third‑party managers. Advisory services listed by the firm include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Stronghold does not identify itself 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%
Contacts
2 of 2RICHARD ALLEY
Equity PartnerCRD 2760535
KEITH DOWNEY
Founding PartnerCRD 3113292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$35.4M in ETFs
96%
$34M
3%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $7.4M | 11,448 | 21.03% |
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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