Stronghold Wealth Management L.L.C.

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.