Strongbox Wealth, LLC
● SEC registered since 2019CRD 304952SEC# 801-117141Lee's Summit, MO
Reg. AUM
$562.4M
Employees
7
Accounts
1,698
Location
Lee's Summit, MO
Strongbox Wealth, LLC assets under management
Strongbox Wealth, LLC is an SEC-registered investment adviser based in Lee's Summit, MO. The firm has been registered since 2019. It reports $562.4 million in regulatory assets under management and employs 7 people.
Strongbox Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Sherwood Cooper Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
| Jonathan Grant Garlow | Founding Member | 10-25% | 2019 |
Frequently asked questions
How much does Strongbox Wealth, LLC manage?
Strongbox Wealth, LLC reports $562.4 million in regulatory assets under management on its Form ADV.
How many employees does Strongbox Wealth, LLC have?
Strongbox Wealth, LLC reports 7 employees.
Where is Strongbox Wealth, LLC located?
Strongbox Wealth, LLC is based in Lee's Summit, MO and has been SEC-registered since 2019.
Does Strongbox Wealth, LLC disclose fund performance?
Strongbox Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3470 NE Ralph Powell Road, Suite a, Lee's Summit, MO 64064 |
| Phone | 816-607-5410 |
| Office hours | 8a.m. - 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1812155 |
| Discloses disciplinary history | No |
Regulatory AUM
$562.4M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$562.4Mregulatory AUM
Discretionary $528.8MNon-discretionary $33.7M