$172.9M Total AUM
$172.9M Disc. AUM
9.7% 3Y CAGR
2 Employees
148 ADV. Clients
14 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-12-2012
- Office Locations
- 1
Office Locations
1005 W. Cleveland Street Tampa FL
About Stronghold Wealth Management L.l.c.
Stronghold Wealth Management is an independent wealth management and financial planning firm serving individuals, privately held businesses, and nonprofit organizations. The team emphasizes long-term, personal advisor relationships and client education, including frequent events. Portfolios incorporate vehicles such as ETFs and mutual funds, with custody through Charles Schwab & Co.
Team overview
49 AVG AGE
$86.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
12.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
14yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
KEITH EDWARD DOWNEY
Financial Advisor
- CRD
- #3113292
- Ownership
- 50% but less than 75%
Available
Available
Available
RICHARD HAMILTON ALLEY
Chief Compliance Officer
- CRD
- #2760535
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $172,917,911 | $298,649 |
| Non-Discretionary | $0 | -- |
| Total | $172,917,911 | $298,649 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available Corporate - Investment Grade:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing