Investment adviser · CRD 343156
STRUCTURE WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
TAMPA, FL, United States · Form ADV filed Aug 19, 2026
- Regulatory AUM
- $166M Form ADV · Item 5.F
- Client accounts
- 714 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 130 | $149,131,715 | 90.0% |
| Individuals | 16 | $16,570,190 | 10.0% |
| Banks & thrifts | Fewer than 5 | Not reported | Not reported |
| Retirement plans | Fewer than 5 | Not reported | Not reported |
| Charities | Fewer than 5 | Not reported | Not reported |
| Government entities | Fewer than 5 | Not reported | Not reported |
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
| Insurance companies | Fewer than 5 | Not reported | Not reported |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
| Corporations & businesses | Fewer than 5 | Not reported | Not reported |
| Other clients | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2126287 · Aug 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Aug 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
3325 W. BEARSS AVENUETAMPA, FL, 33618, United States
CRD 343156
Filing source
Form ADV 2126287 · Aug 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.