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STRONGBOX WEALTH, LLC
CRD 304952 · SEC 801-117141
3470 NE RALPH POWELL ROAD, SUITE A, LEE'S SUMMIT, MO, 64064, United States
Phone
816-607-5410
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$562.4M
Discretionary AUM
$528.8M
Team
7 total employees; 4 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 285 | $100.3M |
| High net worth individuals | 189 | $422.9M |
| Pension/profit sharing plans | 19 | $21.1M |
| Corporations/business entities | 6 | $11.7M |
States served
AZ, AR, CO, KS, NC, OK, SC, TN, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD