Sign in Sign up for free

Stronghold Wealth Management, LLC (San Diego)


Stronghold Wealth Management, LLC is a large advisory firm based in San Diego. It manages $540.4 million of regulatory assets for 743 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of California, Florida, Massachusetts, and 3 other states.

Logo



Stronghold Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stronghold Wealth Management: assets under management

The assets under management (AUM) of Stronghold Wealth Management, LLC is $540.4 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $487.7 million in discretionary accounts and $52.7 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $658.16 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $26.35 million.
Stronghold Wealth Management has custody of $10 million in cash and securities for 9 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stronghold Wealth Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Diego

The principal office where Stronghold Wealth Management, LLC performs its advisory services is located at 12760 High Bluff Drive, San Diego, CA 92130, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (858) 764-7120 or by fax (858) 764-7132. The normal business hours are 6:30am - 4:30pm on Monday - Friday. You can find more information about the New York firm at guptawealthmanagement.com.


Registered investment advisers similar to Stronghold Wealth Management, LLC