{
  "crd_number": 161194,
  "slug": "stronghold-wealth-management-l-l-c-tampa-fl-161194",
  "primary_business_name": "STRONGHOLD WEALTH MANAGEMENT L.L.C.",
  "legal_name": "STRONGHOLD WEALTH MANAGEMENT L.L.C.",
  "dbas": [],
  "city": "Tampa",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "45300",
  "metro": {
    "cbsa_code": "45300",
    "common_name": "Tampa",
    "msa_name": "Tampa-St. Petersburg-Clearwater, FL",
    "path": "/advisors/fl/tampa"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-07-25",
  "years_registered": 4,
  "period": "2026-10-01",
  "filing_date": "2026-03-09",
  "carried_forward": false,
  "raum_total": 172917911.0,
  "raum_discretionary": 172917911.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 852392.0,
      "count": 1,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 35921825.0,
      "count": 99
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": 0
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 135822905.0,
      "count": 44
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 320789.0,
      "count": 1,
      "fewer_than_5": true
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "GA",
    "OK",
    "TX"
  ],
  "websites": [
    "https://linkedin.com/company/3249014",
    "https://linkedin.com/company/stronghold-wealth-management",
    "https://strwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161194",
  "city_as_filed": "TAMPA",
  "url": "https://advisorcensus.com/firm/stronghold-wealth-management-l-l-c-tampa-fl-161194",
  "display_name": "Stronghold Wealth Management L.L.C.",
  "summary": "Stronghold Wealth Management L.L.C. is an SEC-registered investment advisory firm in Tampa, FL, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 9, 2026.",
  "citation": "AdvisorCensus. Stronghold Wealth Management L.L.C. (CRD 161194): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Stronghold Wealth Management L.L.C. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Stronghold Wealth Management L.L.C. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Stronghold Wealth Management L.L.C. charge?",
      "a": "Its Form ADV Part 2A brochure dated March 9, 2026 states: Hourly rate: $250 an hour (Financial Planning); Flat fee: $1,000 to $5,000 (Financial Plan); Flat fee: up to $1,200 (retainer upon completion of our initial fact-finding session with the…). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Stronghold Wealth Management L.L.C. located?",
      "a": "Stronghold Wealth Management L.L.C.'s principal office is in Tampa, FL, according to its Form ADV."
    },
    {
      "q": "Is Stronghold Wealth Management L.L.C. registered with the SEC or a state?",
      "a": "Stronghold Wealth Management L.L.C. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 161194."
    },
    {
      "q": "How much does Stronghold Wealth Management L.L.C. manage?",
      "a": "Stronghold Wealth Management L.L.C. reports $172,917,911 in regulatory assets under management in its Form ADV filing dated March 9, 2026 (100% discretionary)."
    },
    {
      "q": "How have Stronghold Wealth Management L.L.C.'s assets and staff changed since 2022?",
      "a": "In the Form ADV data for Stronghold Wealth Management L.L.C.: Regulatory assets under management: $126,955,462 in the October 2022 data and $172,917,911 in the October 2026 data, up 36%. Total employees: 2 in October 2022 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Stronghold Wealth Management L.L.C. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (99); high net worth individuals (44); charitable organizations (1)."
    },
    {
      "q": "Which custodians does Stronghold Wealth Management L.L.C. use?",
      "a": "Stronghold Wealth Management L.L.C.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. Advisor Services as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Stronghold Wealth Management L.L.C. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/161194"
    },
    {
      "q": "What changed in Stronghold Wealth Management L.L.C.'s recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $150,000,464 to $172,917,911 (+15%)."
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 126955462.0,
      "total_employees": 2,
      "filing_date": "2022-08-25"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 119672288.0,
      "total_employees": 2,
      "filing_date": "2023-06-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 136009181.0,
      "total_employees": 2,
      "filing_date": "2024-03-06"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 150000464.0,
      "total_employees": 2,
      "filing_date": "2025-03-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 172917911.0,
      "total_employees": 2,
      "filing_date": "2026-03-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $150,000,464 to $172,917,911 (+15%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 9, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $250 an hour (Financial Planning)",
      "Flat fee: $1,000 to $5,000 (Financial Plan)",
      "Flat fee: up to $1,200 (retainer upon completion of our initial fact-finding session with the…)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Financial Planning)"
        ],
        "quotes": [
          "Our Financial Planning fees can be calculated on an hourly or fixed fee basis, depending on the specific arrangement reached with the client. The hourly rate is $250"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 (Financial Plan)"
        ],
        "quotes": [
          "Our fixed fee, typically ranges from $1,000 to $5,000, depending on the specific arrangement reached with the client and the complexity of the Financial Plan."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $1,200 (retainer upon completion of our initial fact-finding session with the…)"
        ],
        "quotes": [
          "We may request a retainer upon completion of our initial fact-finding session with the client equivalent to 50% of the agreed upon fixed fee for the engagement not to exceed $ 1,200."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "Financial Plan"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 1200.0,
          "period": "one_time",
          "service": "retainer upon completion of our initial fact-finding session with the client"
        }
      ]
    },
    "quotes": [
      "Our Financial Planning fees can be calculated on an hourly or fixed fee basis, depending on the specific arrangement reached with the client. The hourly rate is $250",
      "Our fixed fee, typically ranges from $1,000 to $5,000, depending on the specific arrangement reached with the client and the complexity of the Financial Plan.",
      "We may request a retainer upon completion of our initial fact-finding session with the client equivalent to 50% of the agreed upon fixed fee for the engagement not to exceed $ 1,200."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc. Advisor Services",
      "name_as_filed": "CHARLES SCHWAB & CO., INC. ADVISOR SERVICES",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/stronghold-wealth-management-l-l-c-tampa-fl-161194.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 99,
      "fewer_than_5": false,
      "raum": 35921825.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 44,
      "fewer_than_5": false,
      "raum": 135822905.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 1,
      "fewer_than_5": true,
      "raum": 852392.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 1,
      "fewer_than_5": true,
      "raum": 320789.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/161194",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}