# Stronghold Wealth Management L.L.C.

> 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.

- CRD: 161194
- Filed as: STRONGHOLD WEALTH MANAGEMENT L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: March 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/161194
- AdvisorCensus page: https://advisorcensus.com/firm/stronghold-wealth-management-l-l-c-tampa-fl-161194

## Quick answers

**How is Stronghold Wealth Management L.L.C. compensated?**
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.

**How much does Stronghold Wealth Management L.L.C. charge?**
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.

**Where is Stronghold Wealth Management L.L.C. located?**
Stronghold Wealth Management L.L.C.'s principal office is in Tampa, FL, according to its Form ADV.

**Is Stronghold Wealth Management L.L.C. registered with the SEC or a state?**
Stronghold Wealth Management L.L.C. is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 161194.

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

**How have Stronghold Wealth Management L.L.C.'s assets and staff changed since 2022?**
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.

**What types of clients does Stronghold Wealth Management L.L.C. serve?**
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).

**Which custodians does Stronghold Wealth Management L.L.C. use?**
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.

**Does Stronghold Wealth Management L.L.C. report any disciplinary disclosures?**
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

**What changed in Stronghold Wealth Management L.L.C.'s recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $150,000,464 to $172,917,911 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 9, 2026)

- Hourly rate: $250 an hour (Financial Planning)

> 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

- Flat fee: $1,000 to $5,000 (Financial Plan)

> 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.

- Flat fee: up to $1,200 (retainer upon completion of our initial fact-finding session with the…)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc. Advisor Services

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.

### Regulatory assets under management (Item 5.F)
- Total: $172,917,911
- Discretionary: $172,917,911
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 99 | $35,921,825 |
| High net worth individuals | 44 | $135,822,905 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $852,392 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $320,789 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, GA, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [strwealth.com](https://strwealth.com)
- LinkedIn @3249014
- LinkedIn @stronghold-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $126,955,462 | 2 | August 25, 2022 |
| October 2023 | $119,672,288 | 2 | June 28, 2023 |
| October 2024 | $136,009,181 | 2 | March 6, 2024 |
| October 2025 | $150,000,464 | 2 | March 4, 2025 |
| October 2026 | $172,917,911 | 2 | March 9, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $150,000,464 to $172,917,911 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stronghold Wealth Management L.L.C. (CRD 161194): Form ADV filing data as of October 2026.