INSTRUMENTAL WEALTH, LLC

CRD 310788File 801-119577

APPROVED

Retail clients

Custody

Filing as of Mar 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$508.0M

Above cohort median (national)

Discretionary AUM

$507.3M

Non-discretionary $700K

Clients

573

2,128 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Oct 2, 2020
Principal office: 1 N DALE MABRY HWY., STE #1000, TAMPA, FL, 33609
Phone: 813-578-7001
Website: https://www.linkedin.com/company/instrumentalwealth

Assets & accounts

ADV Item 5F

Total regulatory AUM: $508.0M
Discretionary AUM: $507.3M
Non-discretionary AUM: $700K
Discretionary accounts: 2,126
Non-discretionary accounts: 2
Total accounts: 2,128
AUM per client: $887K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$11.5M
Charitable organizations	Fewer than 5	$4.3M
High net worth individuals	116	$350.3M
Pension and profit sharing plans	Fewer than 5	$471K
Individuals (other than high net worth individuals)	452	$141.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
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: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.