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Strongtower Wealth Management, PLC

Strongtower Wealth Management, PLC. CRD 292882

Strongtower Wealth Management, PLC logo

CRD: 292882

Strongtower Wealth Management, PLC

$125.0M Total AUM
$125.0M Disc. AUM
-- 3Y CAGR
7 Employees
380 ADV. Clients
8 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
Available
Established Date
04-23-2018
Office Locations
1

Office Locations

450 W. Grand AVE HOT Springs AR

About Strongtower Wealth Management, PLC

StrongTower Wealth Management (Hot Springs, AR) is a retail-focused RIA serving Christian families with wealth management grounded in Biblical principles. The firm provides financial planning, tax planning, insurance and retirement plan guidance, plus portfolio construction and ongoing asset management using mutual funds and ETFs. Custody includes Charles Schwab.

Team overview

-- AVG AGE
$25.0M AVG AUM / ADVISOR
$328.9K AVG AUM / CLIENT
5.6 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
8yrs Firm Age

Insights

Available
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Asset Classes

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

T

TODD DAVID SADOWSKI

ADVISOR, Chief Compliance Officer, Chief Executive Officer, Investment Advisor Representative

CRD
#3137451
Ownership
75% or more
Available
Available
Available

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Contacts

T

Terry Wayne Bewley

Financial Advisor

CRD
#6776088
Available
Available
Available
T

Tony Kent Nation II

Lead Advisor

CRD
#8047587
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-12-2023
12-19-2024
10-21-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $125,000,000 $168,011
Non-Discretionary $0 --
Total $125,000,000 $168,011

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Equity - Exchange:
Available
Cash:
Available
Private Funds:
Available
Asset class Assets Assets %
Public Funds Available Available
Equity - Exchange Available Available
Cash Available Available
Private Funds Available Available
Total Available Available

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