STRONGHOLD WEALTH MANAGEMENT L.L.C.

1005 West Cleveland Street
Tampa, Florida 33606
Tel: 813-775-7099

About STRONGHOLD WEALTH MANAGEMENT L.L.C.

STRONGHOLD WEALTH MANAGEMENT LLC, formally registered with the SEC as STRONGHOLD WEALTH MANAGEMENT LLC. The firm was established in 07/25/2022. They have over 1 offices throughout the country.

STRONGHOLD WEALTH MANAGEMENT L.L.C. is a Tampa, Florida based Financial Planning firm with nearly $150,000,464 assets under management, offering retirement planning & investment advisory services to 572 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161194
SEC#	801-126054
Assets Managed by Firm	$150,000,464
No. of Clients	572
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	572	$150,000,464
Individuals (other than high net worth individuals)	101	$34,257,428
High net worth individuals	40	$114,954,247
Charitable organizations	1	$788,216
Corporations or other businesses	1	$573

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