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Stronghold Wealth Management L.L.C.

● SEC registered since 2022CRD 161194SEC# 801-126054Tampa, FL
Export (members)
Reg. AUM
$150M
Employees
2
Accounts
572
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 $150 million in regulatory assets under management and employs 2 people.

Stronghold Wealth Management L.L.C. owners & executives

2 reported
NameTitleOwnershipSince
Keith Edward Downey ControlMember50-75%2012
Richard Hamilton Alley ControlMember And Chief Compliance Officer25-50%2016

Frequently asked questions

How much does Stronghold Wealth Management L.L.C. manage?

Stronghold Wealth Management L.L.C. reports $150 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

Address1005 West Cleveland Street, Tampa, FL 33606
Phone813-775-7099
Fax813-379-3087
Office hours9:00 - 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$150M
Non-discretionary$0
Total (RAUM)$150M