Strongbox Wealth, LLC
Firm details
- Headquarters
- Lee's Summit, Missouri
- CRD number
- 304952
- Registered since
- August 8, 2019
- Website
- strongboxwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI75.19%
- Individuals17.83%
- Pension & Profit Sharing Plans3.75%
- Corporations / Businesses2.09%
- Charitable Organizations1.15%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Strongbox Wealth, LLC is an independent, individually owned registered investment adviser that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning and discretionary portfolio management for individuals, small businesses, and institutions, and it offers selection-of-other-advisers services alongside fee arrangements that include percentage-of-AUM billing as well as hourly and fixed fees. Strongbox Wealth is SEC-registered (registered in 2019) and does not identify as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds51%
- Exchange Traded Equities31%
- Cash & Cash Equivalents8%
- Investment Grade Corp Bonds4%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 143Active vs passive
$236M in ETFs
31%
$73.8M
61%
$162M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN ULTRA-SHORT INCOME ETF (JPST) | JP Morgan | Active | Ultrashort Bond | $33M | 655,672 | 14.01% |
Location
Lee's Summit, MO
Jackson
Location
Lee's Summit, MO
Headquartered in Lee's Summit, MO, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Jackson
- Address
- 3470 Ne Ralph Powell Rd
- Time zone
- CT (UTC-6)
- Office locations
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