Structure Wealth Management, LLC

RIASEC RegisteredEst. 2026

Total AUM

$166M

Discretionary

$166M

100% of AUM

Avg account

$232K

Accounts

714

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 343156
Registered since: August 17, 2026
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI90%
Individuals10%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Structure Wealth Management, LLC is an independent, LLC-structured registered investment adviser focused on individual and family clients. The firm offers fee-based financial planning and portfolio management for individuals and small businesses, along with pension consulting services, periodic publications, and educational seminars or workshops. Its stated fee model combines a percentage-of-AUM charge with hourly billing. Structure Wealth is not positioned as a capital allocator and does not describe itself as an active ESG investor or a multi-state adviser. The firm is SEC-registered (registration year listed as 2026) and is owned by an individual.