# Strongtower Wealth Management, PLC

> Strongtower Wealth Management, PLC is an SEC-registered investment advisory firm in Hot Springs, AR, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 8, 2026.

- CRD: 292882
- Filed as: STRONGTOWER WEALTH MANAGEMENT, PLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Hot Springs, AR
- Filing period: October 2026
- Form ADV filing dated: September 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292882
- AdvisorCensus page: https://advisorcensus.com/firm/strongtower-wealth-management-plc-hot-springs-ar-292882

## Quick answers

**How is Strongtower Wealth Management, PLC compensated?**
On its Form ADV (Item 5.E, October 2026), Strongtower Wealth Management, PLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Strongtower Wealth Management, PLC charge?**
Its Form ADV Part 2A brochure dated March 23, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Strongtower Wealth Management, PLC located?**
Strongtower Wealth Management, PLC's principal office is in Hot Springs, AR, according to its Form ADV.

**Is Strongtower Wealth Management, PLC registered with the SEC or a state?**
Strongtower Wealth Management, PLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 292882.

**How much does Strongtower Wealth Management, PLC manage?**
Strongtower Wealth Management, PLC reports $125,000,000 in regulatory assets under management in its Form ADV filing dated September 8, 2026 (100% discretionary).

**How have Strongtower Wealth Management, PLC's assets and staff changed since 2023?**
In the Form ADV data for Strongtower Wealth Management, PLC: Regulatory assets under management: $115,000,000 in the October 2023 data and $125,000,000 in the October 2026 data, up 9%. Total employees: 5 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Strongtower Wealth Management, PLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (324); high net worth individuals (56).

**Which custodians does Strongtower Wealth Management, PLC use?**
Strongtower Wealth Management, PLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Strongtower Wealth Management, PLC 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/292882

**Does Strongtower Wealth Management, PLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "STWM has a minimum account size of $200,000; however, we reserve the right to make exceptions at the sole discretion of the individual advisor."

**What changed in Strongtower Wealth Management, PLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $110,500,000 to $125,000,000 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> Our fee for portfolio management services is based on the greater of the: • a percentage of the assets in your account not to exceed 1.50 % annually (paid monthly) or • a minimum monthly fee of $200.00

- Account minimum: $200,000 (the brochure says it may be waived or negotiated)

> STWM has a minimum account size of $200,000; however, we reserve the right to make exceptions at the sole discretion of the individual advisor.

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.

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: $125,000,000
- Discretionary: $125,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 324 | $50,000,000 |
| High net worth individuals | 56 | $75,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AR, FL, LA, MI, MS, NE, OK, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strongtowerwealth.com
- Facebook @STRONGTOWERWEALTH
- LinkedIn @TODD-SADOWSKI-89B407153
- YouTube @UCFQPUL9nYiWASv4QAGxM3sg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $115,000,000 | 5 | September 11, 2023 |
| October 2024 | $129,000,000 | 6 | September 30, 2024 |
| October 2025 | $110,500,000 | 6 | February 3, 2025 |
| October 2026 | $125,000,000 | 7 | September 8, 2026 |

Regulatory assets under management: $115,000,000 in the October 2023 data and $125,000,000 in the October 2026 data, up 9%.
Total employees: 5 in October 2023 and 7 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $110,500,000 to $125,000,000 (+13%).

### January 2026
- No longer registered or notice-filed in MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strongtower Wealth Management, PLC (CRD 292882): Form ADV filing data as of October 2026.
