STRONGBOX WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$562,443,873
Discretionary
$528,791,865
Non-discretionary
$33,652,008
Firm details
- CRD number
- 304952
- SEC file number
- 801-117141
- Main office
- LEE'S SUMMIT, MO, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.