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STRONGBOX WEALTH, LLC
CRD 304952File 801-117141
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$562.4M
Above cohort median (national)
Discretionary AUM
$528.8M
Non-discretionary $33.7M
Clients
499
1,698 accounts
Employees
7
Above cohort median in MO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Aug 8, 2019
- Principal office
- 3470 NE RALPH POWELL ROAD, SUITE A, LEE'S SUMMIT, MO, 64064
- Phone
- 816-607-5410
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $562.4M
- Discretionary AUM
- $528.8M
- Non-discretionary AUM
- $33.7M
- Discretionary accounts
- 1,621
- Non-discretionary accounts
- 77
- Total accounts
- 1,698
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $11.7M |
| Charitable organizations | Fewer than 5 | $6.4M |
| High net worth individuals | 189 | $422.9M |
| Pension and profit sharing plans | 19 | $21.1M |
| Individuals (other than high net worth individuals) | 285 | $100.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.