Firm profile

INSTRUMENTAL WEALTH, LLC

TAMPA, FLCRD 310788Latest ADV March 28, 2026

Instrumental Wealth, LLC 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 28, 2026, reports $508M in regulatory assets under management, 12 employees, 1 office, and 2,128 accounts.

Assets Under Management
$508M
Employees
12
Offices
1 office
Total Clients
573
Primary office
TAMPA, FL
1 N DALE MABRY HWY., STE #1000, TAMPA, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

3 roles identified
CEODavid S. Silver
CCODavid S. Silver
CIOMatthew O. Harbert

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
452
2
HNWI
20.2%
116
3
Corporations
0.5%
3
4
Pension Plans
0.2%
1
5
Charitable
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$508Mas of March 28, 2026
Discretionary99.9%
$507M
100% of total RAUM99.9%
Non-discretionary0.1%
$700K
0% of total RAUM0.1%
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$508M
Total Accounts2,128
10Y AUM Change+$508M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee48:1
10Y Employee Change+11 (+1100.0%)

* 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.