LEE'S SUMMIT, MOCRD 304952Latest ADV March 10, 2026
Strongbox Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lee'S Summit, MO. Its latest Form ADV filing, dated March 10, 2026, reports $562M in regulatory assets under management, 7 employees, 1 office, and 1,698 accounts.
Assets Under Management
$562M
Employees
7
Offices
1 office
Total Clients
499
Primary office
LEE'S SUMMIT, MO
3470 NE RALPH POWELL ROAD, SUITE A, LEE'S SUMMIT, MO, United States
Top client segmentIndividuals represent 57.1% of total clients.
Top client categories% of clientsClients
1
Individuals
57.1%
285
2
HNWI
37.9%
189
3
Pension Plans
3.8%
19
4
Corporations
1.2%
6
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$562Mas of March 10, 2026
Discretionary94.0%
$529M
94% of total RAUM94.0%
Non-discretionary6.0%
$34M
6% of total RAUM6.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$562M
Total Accounts1,698
10Y AUM Change+$562M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee71:1
10Y Employee Change+4 (+133.3%)
* 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.