Stronghold Wealth Management LLC

Stronghold Wealth Management LLC (CRD# 161194) is a financial advisory firm headquartered in Tampa, FL. They manage $55,205,183 in 278 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    278
    ACCOUNTS
  • Average Account Value
    $198,580
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Keith E. Downey
CRD#: 3113292
7633 E 63rd Place, Suite 300, Tulsa, OK 74133
96
Wealthminder
score

Keith Downey (CRD# 3113292) is an Investment Advisor Representative working at Stronghold Wealth Management LLC in Tulsa, OK and has over 18 years of experience in the finance industry. Keith Downey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Richard H. Alley
CRD#: 2760535
1005 W. Cleveland Street, Tampa, FL 33606
93
Wealthminder
score

Richard Alley (CRD# 2760535) is an Investment Advisor Representative working at Stronghold Wealth Management LLC in Tampa, FL and has over 19 years of experience in the finance industry.

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