Instrumental Wealth, LLC

RIASEC Registered

Total AUM

$508M

Discretionary

$507M

100% of AUM

Avg account

$239K

Accounts

2,128

Employees

12

Advisory reps

5

Firm details

Headquarters: Tampa, Florida
CRD number: 310788
Registered since: October 2, 2020
Website: instrumentalwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI68.96%
Individuals27.84%
Corporations / Businesses2.26%
Charitable Organizations0.84%
Pension & Profit Sharing Plans0.09%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Instrumental Wealth, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registration year 2020) and serves both individual/family and institutional clients. Its advisory services emphasize financial planning and discretionary portfolio management for individuals, small businesses, and business or institutional entities. Fee arrangements combine asset-based fees and fixed-fee engagements. The firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds71%
Cash & Cash Equivalents10%
Exchange Traded Equities8%
Other5%
State & Local Bonds3%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 40

Active vs passive

$179M in ETFs

Passive

99%

$177M

Active

<1%

$2.7M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES S&P 500 GROWTH ETF (IVW)	BlackRock	Passive	Large Growth	$28.9M	203,061	16.12%

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Primary office

Tampa, FL

Hillsborough

Location

Tampa, FL

Headquartered in Tampa, FL, in the South of the United States.

Region: South
County: Hillsborough
Address: 1 N Dale Mabry Hwy
Time zone: ET (UTC-5)
Office locations

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