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STRONGBOX WEALTH, LLC

LEE'S SUMMIT, MO · CRD 304952 · IAPD ↗ · 816-607-5410

$562.4MRegulatory AUM
4Advisory reps
7Employees
3Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — STRONGBOX WEALTH, LLC notice-filed in AR, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — STRONGBOX WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — STRONGBOX WEALTH, LLC crossed $500M in regulatory AUM ($456.5M -> $562.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
March 2024 — STRONGBOX WEALTH, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.