Overview
Assets Under Management: $457 million
Headquarters: LEE'S SUMMIT, MO
High-Net-Worth Clients: 159
Average Client Assets: $2 million
Frequently Asked Questions
STRONGBOX WEALTH, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #304952), STRONGBOX WEALTH, LLC is subject to fiduciary duty under federal law.
STRONGBOX WEALTH, LLC is headquartered in LEE'S SUMMIT, MO.
STRONGBOX WEALTH, LLC serves 159 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, STRONGBOX WEALTH, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
STRONGBOX WEALTH, LLC manages $457 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, STRONGBOX WEALTH, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 159
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.77
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 463
Discretionary Accounts: 444
Non-Discretionary Accounts: 19
Regulatory Filings
CRD Number: 304952
Last Filing Date: 2025-02-25 00:00:00
Website: https://strongboxwealth.com