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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-02-2020
- Office Locations
- 2
Office Locations
About Instrumental Wealth, LLC
Instrumental Wealth is a Tampa-based, nationwide RIA serving small business owners and corporate executives. The firm acts as a personal CFO team, coordinating with clients’ CPAs and attorneys and delivering proactive planning across tax strategy, portfolio management, risk and estate planning. Known for flat-fee, fee-based advice, it helps executives integrate equity compensation and manage concentrated stock positions; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
MATTHEW O HARBERT
Chief Investment Officer
- CRD
- #3005758
- Ownership
- Less than 5%
DAVID SCOTT SILVER
Certified Financial Planner, Chief Compliance Officer, Chief Executive Officer
- CRD
- #4901248
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ANDREW GENE ALLEN
--
- CRD
- #5155079
JORDAN JOSEPH ARNOLD
Advisor
- CRD
- #6330949
Element summit
Momentum horizon fusion
- CRD
- #12201
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $507,295,520 | $238,615 |
| Non-Discretionary | $700,488 | $350,244 |
| Total | $507,996,008 | $238,720 |
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Separately Managed Accounts
Total SMA Asset: $507,996,008
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,106,428,460 | 16.4% |
| Cash | $1,862,038,140 | 27.6% |
| Equity - Exchange | $371,058,325 | 5.5% |
| Other | $937,765,585 | 13.9% |
| Municipal Bonds | $748,863,165 | 11.1% |
| Corporate - Investment Grade | $1,389,782,090 | 20.6% |
| Equity - OTC | $330,579,236 | 4.9% |
| Total | $6,746,515,001 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EAGLE SUMMIT | VECTOR WAVE | 5AWK8YADR | SNOBD | 10.76% | $27,378,320 |
| PIONEER HORIZON WAVE | DELTA ZENITH | VL9ZDPKX6 | PAQ | 6.20% | $26,532,940 |
| VECTOR MERIDIAN | PIONEER OAK | EE4JP1OGP | JSXH | 1.14% | $79,326,273 |
| EMBER MATRIX SIGNAL | PEAK UNISON | ZZHFZ4RN4 | BGSE | 11.45% | $65,806,914 |
| RADIAL FOUNDATION NORTH | OAK FOUNDATION | REPN6H7IQ | CUSDV | 7.04% | $98,195,061 |
| LEGACY MOMENTUM MOMENTUM | OAK ZENITH | 92JALP1PP | RDKK | 2.16% | $48,570,000 |
| INSIGHT PIONEER HORIZON | MATRIX RIDGE | D02WOMQTX | VCNS | 2.81% | $15,915,046 |
| SIGNAL FOUNDATION PATHWAY | MATRIX FRONTIER | AB6LLEJSB | OCAKI | 4.06% | $93,603,389 |