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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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