Stronghold Wealth Management L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$171,744,730
Clients
143
Advisors
2
of 2 employees
About
Stronghold Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals (including high-net-worth clients), retirement plans, corporations and charitable organizations. Services are delivered both through the firm’s own management and by accessing Envestnet’s Private Wealth Management platform, which offers separately managed accounts, model portfolios, mutual fund and ETF solutions.
The firm’s investment process combines fundamental, technical and charting analysis and implements a mix of long-term, short-term and trading strategies tailored to each client’s objectives, risk tolerance and liquidity needs. Stronghold selects and monitors third‑party sub-managers via Envestnet, conducts at least quarterly reviews of managed accounts, and provides clients with quarterly performance and account reports.
Notably, Stronghold is the sponsor of a wrap-fee program (the Stronghold Investment Portfolio Service), a structure the brochure discloses creates a potential conflict of interest because the firm pays trading costs on clients’ behalf. The firm also accesses strategies that include derivatives exposure — such as options and futures through Envestnet sub-managers and separately managed accounts — a capability that is less common among its supported-firm peers.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically range from $1,000 to $5,000
Up to $99,999 - $99,999: 1.40% - 2.00% $100,000 - $249,000: 1.35% $250,000 - $499,000: 1.25% $500,000 - $749,999: 1.15% $750,000 - $999,999: 1.00% $1,000,000 - $2,999,999: 0.90% $3,000,000 - $5,999,999: 0.80% $6,000,000 - $7,999,999: 0.75% $8,000,000 - $9,999,999: 0.70% $10,000,000 - $14,999,999: 0.60% $15,000,000+: 0.25% - 0.55%
$250 per hour (negotiable) for financial planning services
Account minimum: $500,000 Fee-only: Financial planning fees: $250/hour (negotiable); fixed fee typically $1,000 to $5,000; pension consulting fees tiered (see tiers below); wrap fee program available.
Main office
1005 W. Cleveland Street
Tampa FL 33606
Advisors at this office
2
Most active in
Florida · Georgia · Oklahoma · Texas
Also doing business as
Harvard Advisors, L.L.C. · Stronghold Wealth Management · Stronghold Wealth Management L.L.C.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Richard A
CFA®, Series 63, Series 65
Tampa, FL
Stronghold Wealth Management L.L.C.
Richard Alley is a CFA® charterholder with 30 years of experience in the financial industry. He has been with Stronghold Wealth Management L.L.C. in Tampa, FL for 10 years. Outside of advising, he holds executive roles in holding companies and serves in fiduciary capacities. Stronghold Wealth Management offers discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm uses a combination of fundamental, technical, and charting analysis along with proprietary and third-party strategies to tailor investment solutions to clients’ objectives and risk profiles.
Keith D
CFP®, ChFC®, Series 66
Tampa, FL
Stronghold Wealth Management L.L.C.
Keith Downey is a financial advisor at Stronghold Wealth Management L.L.C. in Tampa, FL, holding CFP® and ChFC® designations with 28 years of industry experience. He has been with Stronghold Wealth Management since 2012. In addition to his advisory role, he is an independent licensed insurance agent. Stronghold Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, retirement plans, corporations, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis, offering tailored investment strategies and access to Envestnet’s Private Wealth Management platform, including separately managed accounts and model portfolios.
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