Stronghold Wealth Management LLC

Stronghold Wealth Management LLC (CRD# 161194) is a financial advisory firm headquartered in Tampa, FL. They manage $136,009,181 in 558 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
1005 West Cleveland Street, Tampa, FL 33606
https://www.linkedin.com/company/3249014
By the Numbers
  • Total Assets Under Management
    136
    MILLION
  • Total Number of Accounts
    558
    ACCOUNTS
  • Average Account Value
    $243,744
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, OK, TX

Financial Advisors at Stronghold Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Richard Alley, financial advisor Tampa FL
Richard H. Alley
CRD#: 2760535
1005 W. Cleveland Street, Tampa, FL 33606

Richard Alley (CRD# 2760535) is an Investment Advisor Representative working at Stronghold Wealth Management LLC in Tampa, FL and has over 27 years of experience in the finance industry.

2
Keith Downey, financial advisor Tampa FL
Keith E. Downey
CRD#: 3113292
1005 West Cleveland Street, Tampa, FL 33606

Keith Downey (CRD# 3113292) is an Investment Advisor Representative working at Stronghold Wealth Management LLC in Tampa, FL and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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