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INSTRUMENTAL WEALTH, LLC

TAMPA, FL · CRD 310788 · IAPD ↗ · 813-578-7001

$508.0MRegulatory AUM
5Advisory reps
12Employees
0Clients
251-500Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — INSTRUMENTAL WEALTH, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — INSTRUMENTAL WEALTH, LLC crossed $500M in regulatory AUM ($397.1M -> $508.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
53
January 2026 — INSTRUMENTAL WEALTH, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2025 — INSTRUMENTAL WEALTH, LLC notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
February 2025 — INSTRUMENTAL WEALTH, LLC notice-filed in CO.
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.