Strongbox Wealth, LLC
Strongbox Wealth, LLC is an SEC-registered wealth manager in Lee'S Summit, MO with $562.4M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Strongbox Wealth, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304952, SEC 801-117141, data through 2026-03-10.
- AUM (assets under management / regulatory AUM)
- $562.4M (2026-03-10)
- Firm type
- Wealth Manager
- Location
- Lee'S Summit, MO
- Employees
- 7
- Clients
- 499
- CRD
- 304952
- Ownership
- COOPER, CHARLES, SHERWOOD; STRONGBOX PARTNERS; GARLOW, JONATHAN, GRANT; EMERY, LEIGH, ELIZABETH
How much AUM does Strongbox Wealth, LLC have?
Strongbox Wealth, LLC reported $562.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-10).
Who owns Strongbox Wealth, LLC?
Disclosed owners and executives of Strongbox Wealth, LLC include COOPER, CHARLES, SHERWOOD, STRONGBOX PARTNERS, GARLOW, JONATHAN, GRANT, EMERY, LEIGH, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.