Strongtower Wealth Management, Plc

RIASEC RegisteredEst. 2023
Total AUM
$125M
Discretionary
$125M
100% of AUM
Avg account
$168K
Accounts
744
Employees
7
Advisory reps
4

Firm details

Headquarters
Hot Springs, Arkansas
CRD number
292882
Registered since
February 23, 2023
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI60%
  • Individuals40%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Strongtower Wealth Management, Plc is an independent registered investment advisor formed as a limited liability company and registered with the SEC in 2023. The firm is individually owned and serves primarily individual and family clients, offering financial planning and portfolio management tailored to individuals and small businesses. Its fees are charged as a percentage of assets under management and via fixed-fee engagements. The adviser does not self-identify as an active ESG investor, does not function as a capital allocator, and does not provide pension consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 75%, Exchange Traded Equities 21%, Cash & Cash Equivalents 3%, Private Funds 1%75%
  • Public Funds/Mutual Funds75%
  • Exchange Traded Equities21%
  • Cash & Cash Equivalents3%
  • Private Funds1%

Owners & executives

1 of 1
  • Todd Sadowski

    Todd Sadowski

    CEO & Investment Advisor RepresentativeCRD 3137451

Contacts

3 of 3
  • Terry Bewley

    Terry Bewley

    Senior AdvisorCRD 6776088

  • Mitzie Stevens

    Mitzie Stevens

    AdvisorCRD 5472575

  • Tony Nation

    Tony Nation

    Lead AdvisorCRD 8047587

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Hot Springs, AR

Garland

Location

Hot Springs, AR

Headquartered in Hot Springs, AR, anchoring the Hot Springs-Malvern, AR metro in the South.

Metro area
Hot Springs-Malvern, AR
Region
South
County
Garland
Address
450 W Grand Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth