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| Instrumental Wealth LLC
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|---|---|
| CRD # | 310788 |
| SEC # | 801-119577 |
| CIK # | 0001976010 |
| AUM | 508.0 M (2026-03-28) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 813-578-7001 |
| Address | 1 N Dale Mabry Hwy Tampa, FL 33609 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 3.7 | ||
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.1 | ||
| Amazon Com Inc | 1.9 | ||
| Alphabet Inc | 1.6 | ||
| Rivian Automotive Inc / de | 1.6 | ||
| Heritage Insurance Holdings Inc | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Broadcom Inc | 1.0 | ||
| Advanced Micro Devices Inc | 1.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 452 | 141.4 |
| (b) Individuals (high net worth individuals) | 116 | 350.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.5 |
| (h) Charitable organizations | 1 | 4.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 11.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,128 | 508.0 |
| By Discretionary | ||
| Discretionary | 2,126 | 507.3 |
| Non-Discretionary | 2 | 0.7 |
| Total | 2,128 | 508.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.8 | |
| United States Persons | 507.2 | |
| Total | 2,128 | 508.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976010] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Platform Wealth Management LLC
✚
|
UT | 509.0 M |
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Dover Partners Inc
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OH | 508.6 M |
|
and Wealth Partners LLC
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MD | 508.2 M |
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WEA Financial Advisors Inc
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|
Stratis Capital LLC
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CT | 507.5 M |
|
Maltin Wealth Management Inc
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507.2 M | |
|
Boone Wealth Advisors LLC
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|
WA | 506.8 M |
|
Beta Capital Management LLC
✚
|
FL | 506.6 M |
|
Cleveland Wealth LLC
✚
|
OH | 506.6 M |
|
Onyx Financial Advisors LLC
✚
|
ID | 506.4 M |