Stronghold Wealth Management L.L.C.
● SEC registered since 2022CRD 161194SEC# 801-126054Tampa, FL
Reg. AUM
$172.9M
Employees
2
Accounts
579
Location
Tampa, FL
Stronghold Wealth Management L.L.C. assets under management
Stronghold Wealth Management L.L.C. operates as an SEC-registered investment adviser based in Tampa, FL. The firm has been registered since 2022. It reports $172.9 million in regulatory assets under management and employs 2 people.
Stronghold Wealth Management L.L.C. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Keith Edward Downey Control | Member | 50-75% | 2012 |
| Richard Hamilton Alley Control | Member And Chief Compliance Officer | 25-50% | 2016 |
Frequently asked questions
How much does Stronghold Wealth Management L.L.C. manage?
Stronghold Wealth Management L.L.C. reports $172.9 million in regulatory assets under management on its Form ADV.
How many employees does Stronghold Wealth Management L.L.C. have?
Stronghold Wealth Management L.L.C. reports 2 employees.
Where is Stronghold Wealth Management L.L.C. located?
Stronghold Wealth Management L.L.C. is based in Tampa, FL and has been SEC-registered since 2022.
Does Stronghold Wealth Management L.L.C. disclose fund performance?
Stronghold Wealth Management L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1005 West Cleveland Street, Tampa, FL 33606 |
| Phone | 813-775-7099 |
| Fax | 813-379-3087 |
| Office hours | 9:00 - 5:00p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$172.9M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$172.9Mregulatory AUM
Discretionary $172.9M