| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Sherwood Cooper Control | Managing Member & Chief Compliance Officer | Over 75% | 2019 |
| Jonathan Grant Garlow | Founding Member | 10-25% | 2019 |
Strongbox Wealth, LLC reports $456.5 million in regulatory assets under management on its Form ADV.
Strongbox Wealth, LLC reports 7 employees.
Strongbox Wealth, LLC is based in Lee's Summit, MO and has been SEC-registered since 2019.
Strongbox Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $433.5M |
| Non-discretionary | $23M |
| Total (RAUM) | $456.5M |