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STRONGHOLD WEALTH MANAGEMENT L.L.C.
CRD 161194 · SEC 801-126054
1005 WEST CLEVELAND STREET, TAMPA, FL, 33606, United States
Phone
813-775-7099
Fax
813-379-3087
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$172.9M
Discretionary AUM
$172.9M
Team
2 total employees; 2 advisory reps; 3 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $35.9M |
| High net worth individuals | 44 | $135.8M |
| Charitable organizations | 1 | $852K |
| Corporations/business entities | 1 | $321K |
States served
GA, OK, TX, FL
All web addresses on file
Official SEC filing: View on IAPD