Instrumental Wealth, LLC
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Overview
Instrumental Wealth, LLC is a financial advisor firm headquartered in Tampa, Florida. It oversees $282.1 million in assets under management throughout 1,749 customer accounts, placing it in the mid-tier of financial advisory firms in the United States by assets under management (AUM). Instrumental Wealth, LLC has a small group, including 6 financial advisors. Instrumental Wealth, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are exchangable fiscal assets like equities, options and bonds.
Instrumental Wealth, LLC manages more than half of the company's accounts in a discretionary manner. Discretionary management signifies that buy and sell decisions for the client's account are made by a portfolio manager without needing client permission. The firm also has seven non-discretionary accounts totaling $2.7 million in assets. The company administers about $161,267 for each account. The average advisor at Instrumental Wealth, LLC administers about 292 client accounts.
Instrumental Wealth, LLC's main office is at 1 N Dale Mabry Hwy., Tampa, Florida 33609. The firm is legally registered to serve investors across a number of states, including California, Florida, Louisiana, Maryland, North Carolina, Pennsylvania, South Carolina, Tennessee and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Instrumental Wealth, LLC by the Numbers
$282.1 million
9
1,749
$161.3 thousand
Products and Services
Instrumental Wealth, LLC offers a variety of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. In the past financial year, Instrumental Wealth, LLC provided 101-250 of its clients with financial planning services. Instrumental Wealth, LLC does not sell products or offer services other than investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial management largely depend on which services the firm provides the client. However, fee types billed by the company most likely include some blend of the following fee types: asset-based or fixed. The company does not participate in a wrap fee program, in which the firm offers a service bundle for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Instrumental Wealth, LLC works with a number of different investors. The company provides services to retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 1,749 clients, Instrumental Wealth, LLC's largest client is retail investors, though it also caters to 29 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 4.92%
- Other Individuals - 93.05%
- Corporations - 1.86%
- Charitable Organizations - 0.17%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Instrumental Wealth, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Instrumental Wealth, LLC
Tampa, FL
Tampa, FL
Concord, NC
Tampa, FL
Tampa, FL
Tampa, FL
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