Instrumental Wealth, LLC
● SEC registered since 2020CRD 310788SEC# 801-119577Tampa, FL
Reg. AUM
$508M
Employees
12
Accounts
2,128
Location
Tampa, FL
Instrumental Wealth, LLC assets under management
Instrumental Wealth, LLC is an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2020. It reports $508 million in regulatory assets under management and employs 12 people.
Instrumental Wealth, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David S. Silver Living Revocable Trust | Shareholder | Over 75% | 2020 |
| David Scott Silver Control | Chief Executive Officer, Chief Compliance Officer | Under 5% | 2020 |
| Matthew O Harbert Control | Chief Investment Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Instrumental Wealth, LLC manage?
Instrumental Wealth, LLC reports $508 million in regulatory assets under management on its Form ADV.
How many employees does Instrumental Wealth, LLC have?
Instrumental Wealth, LLC reports 12 employees.
Where is Instrumental Wealth, LLC located?
Instrumental Wealth, LLC is based in Tampa, FL and has been SEC-registered since 2020.
Does Instrumental Wealth, LLC disclose fund performance?
Instrumental Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 N Dale Mabry Hwy., Ste #1000, Tampa, FL 33609 |
| Phone | 813-578-7001 |
| Fax | 813-578-7008 |
| Office hours | 8 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1976010 |
| Discloses disciplinary history | No |
Regulatory AUM
$508M▲ 47%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 48%
Larger than 52% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$508Mregulatory AUM
Discretionary $507.3MNon-discretionary $700K