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, individual-owned registered investment adviser that began SEC registration in 2022. The firm bills clients on a percentage-of-AUM basis and identifies itself as a capital allocator, meaning it places client assets with third‑party managers in addition to managing portfolios directly. Its client base spans individuals and families as well as institutional relationships. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, and pension consulting services. The firm does not flag 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 2
Richard 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 39Active vs passive
$38.3M in ETFs
96%
$36.9M
3%
$1.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $8.6M | 11,561 | 22.53% |
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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