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INSTRUMENTAL WEALTH, LLC
1 N Dale Mabry Hwy.
Ste #1000
Tampa, Florida 33609
Tel: 813-578-7001
About INSTRUMENTAL WEALTH, LLC
INSTRUMENTAL WEALTH, LLC, formally registered with the SEC as INSTRUMENTAL WEALTH, LLC. The firm was established in 10/02/2020. They have over 1 offices throughout the country.
INSTRUMENTAL WEALTH, LLC is a Tampa, Florida based Financial Planning firm with nearly $345,348,919 assets under management, offering retirement planning & investment advisory services to 1888 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310788 |
| SEC# | 801-119577 |
| Assets Managed by Firm | $345,348,919 |
| No. of Clients | 1888 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1888 | $345,348,919 |
| Individuals (other than high net worth individuals) | 564 | $185,649,988 |
| High net worth individuals | 38 | $156,505,787 |
| Pension and profit sharing plans | 1 | $377,807 |
| Charitable organizations | 1 | $2,308,237 |
| Corporations or other businesses | 2 | $507,100 |
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| $397,045,307,119 | 26 | 2932 | |
| $344,868,106,925 | 1030208 | 6727 | |
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