Instrumental Wealth, LLC

RIASEC RegisteredEst. 2020
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 that began SEC registration in 2020 and serves both individual/family and institutional clients. The firm provides financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines asset-based fees alongside fixed-fee arrangements. Instrumental Wealth does not operate as a capital allocator; instead it relies on third-party managers and pooled vehicles for non-core exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 71%, Cash & Cash Equivalents 10%, Exchange Traded Equities 8%, Other 5%, State & Local Bonds 3%, Investment Grade Corp Bonds 2%, Non-Exchange Traded Equities 1%71%
  • Public Funds/Mutual Funds71%
  • Cash & Cash Equivalents10%
  • Exchange Traded Equities8%
  • Other5%
  • State & Local Bonds3%

Owners & executives

2 of 2
  • David Silver

    David Silver

    CEOCRD 4901248

  • Matthew Harbert

    Matthew Harbert

    Chief Investment OfficerCRD 3005758

Contacts

3 of 3
  • Andrew Allen

    Andrew Allen

    Senior Wealth AdvisorCRD 5155079

  • Jordan Arnold

    Jordan Arnold

    Director of Financial PlanningCRD 6330949

  • Gabriella DelMonaco

    Gabriella DelMonaco

    Financial Planning AnalystCRD 7388003

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 40

Active vs passive

$173M in ETFs

Passive

99%

$171M

Active

<1%

$2.6M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P MID-CAP ETF (IJH)BlackRockPassiveMid Cap Blend$27M349,50615.55%
Unlock additional holdings →

Location

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth