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Building 2STRONGHOLD WEALTH MANAGEMENT L.L.C.

Map pinTAMPA, FL
Phone813-775-7099
NotebookSEC #801-126054
Total AUM
$172.9M
Employees
2
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1005 WEST CLEVELAND STREET
TAMPA
FL 33606
United States
Operating Hours
9:00 - 5:00PM
Monday - Friday
Phone
813-775-7099

ReceiptFinancials

Total AUM
$172.9M
Accounts
579
Discretionary
$172.9M
Accounts
579
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
99
AUM
$35.9M
HNW Individual Clients
44
AUM
$135.8M
Charitable Organization Clients
1
AUM
$852.4K
Corporation or Business Clients
1
AUM
$320.8K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLGAOKTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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