| Name | Title | Ownership | Since |
|---|---|---|---|
| David S. Silver Living Revocable Trust | Shareholder | Over 75% | 2020 |
| David Scott Silver Control | Chief Executive Officer, Chief Compliance Officer, And Trustee | Under 5% | 2020 |
| Matthew O Harbert Control | Chief Investment Officer | Under 5% | 2020 |
Instrumental Wealth, LLC reports $397.1 million in regulatory assets under management on its Form ADV.
Instrumental Wealth, LLC reports 10 employees.
Instrumental Wealth, LLC is based in Tampa, FL and has been SEC-registered since 2020.
Instrumental Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $397.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $397.1M |