Stronghold Wealth Management L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Tampa, FL. Its latest Form ADV filing, dated March 9, 2026, reports $173M in regulatory assets under management, 2 employees, and 579 accounts.
Assets Under Management
$173M
Employees
2
Offices
--
Total Clients
145
Primary office
TAMPA, FL
1005 WEST CLEVELAND STREET, TAMPA, FL, United States
Top client segmentIndividuals represent 68.3% of total clients.
Top client categories% of clientsClients
1
Individuals
68.3%
99
2
HNWI
30.3%
44
3
Charitable
0.7%
1
4
Corporations
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$173Mas of March 9, 2026
Discretionary100.0%
$173M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$173M
Total Accounts579
10Y AUM Change+$46M (+36.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee73:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.