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INSTRUMENTAL WEALTH, LLC
CRD 310788 · SEC 801-119577
1 N DALE MABRY HWY., STE #1000, TAMPA, FL, 33609, United States
Phone
813-578-7001
Fax
813-578-7008
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$508.0M
Discretionary AUM
$507.3M
Team
12 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 452 | $141.4M |
| High net worth individuals | 116 | $350.3M |
| Pension/profit sharing plans | 1 | $471K |
| Charitable organizations | 1 | $4.3M |
| Corporations/business entities | 3 | $11.5M |
States served
CA, CO, MD, NY, NC, PA, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD