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| Happy Holidays!! thanks for using AUM13F!! |
| Strongbox Wealth LLC
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| CRD # | 304952 |
| SEC # | 801-117141 |
| CIK # | 0001812155 |
| AUM | $456.5 M (2025-03-12) |
| Employees | 7 (43% Investors, 0% Brokers) |
| Phone | 816-607-5410 |
| Address | 3470 NE Ralph Powell Road Lees Summit, MO 64064 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 10.3 | ||
| Broadcom Inc | 8.9 | ||
| Eaton Corp Ltd | 7.7 | ||
| VISA Inc | 7.3 | ||
| Alphabet Inc | 6.9 | ||
| Costco Wholesale Corp /NEW | 6.4 | ||
| Amazon Com Inc | 5.8 | ||
| J P Morgan Chase & Co | 5.8 | ||
| Apple Inc | 5.8 | ||
| United Technologies Corp /DE/ | 5.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 278 | 94.0 |
| (b) Individuals (high net worth individuals) | 159 | 336.8 |
| (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 | 10 | 7.9 |
| (h) Charitable organizations | 0 | 5.4 |
| (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 | 11 | 12.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,550 | 456.5 |
| By Discretionary | ||
| Discretionary | 1,478 | 433.5 |
| Non-Discretionary | 72 | 23.0 |
| Total | 1,550 | 456.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 455.5 | |
| Total | 1,550 | 456.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001812155] |
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|---|---|---|
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TN | 0.5 |
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CA | 0.5 |
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TX | 0.5 |
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The Oak Ridge Financial Services Group Inc
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IP Financial Advisory Services LLC
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NC | 0.5 |
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Dover Partners Inc
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Lifeguide Financial Advisors LLC
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PA | 0.5 |
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Parkshore Wealth Management
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CA | 0.5 |
|
GW Sherwold Associates Inc
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CA | 0.5 |
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Redstone Advisors Inc
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KS | 0.5 |