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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

INSTRUMENTAL WEALTH, LLC

CRD 310788

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:616aa657-90e1-a548-75a1-e5781c979b2a

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 0
Observed: Sep 2, 2020 to Mar 28, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $508MItem 5.F on the latest filing (2026-03-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $507M
Private client RAUM: $492MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $102Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,128
Individual clients: 452
High net worth clients: 116
Custody, client assets: $108M
SEC number: 801-119577
CIK: 1976010
CRD: 310788
Filings on the tape: 20
First filed: Sep 2, 2020
Latest filed: Mar 28, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MATTHEW O HARBERT	n/a	TAMPA, FL	5	28	1	no
DAVID SCOTT SILVER	Certified Financial Planner	TAMPA, FL	5	22	1	no
ANDREW GENE ALLEN	Certified Financial Planner\|Chartered Financial Consultant	TAMPA, FL	5	20	n/a	no
Gabriella Marie DelMonaco	Certified Financial Planner	Tarrytown, NY \| TAMPA, FL	1	12	2	no
JORDAN JOSEPH ARNOLD	n/a	TAMPA, FL	0	12	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HARBERT, MATTHEW, O	CHIEF INVESTMENT OFFICER	Na	yes	10/2020	Mar 22, 2022	Mar 25, 2024
SILVER, DAVID, SCOTT	CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER	E	yes	10/2020	Oct 8, 2020	Mar 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 6 of 7

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 28, 2026	$508M	$507M	12	5	1	n/a	n/a
2024	Apr 17, 2025	$397M	$397M	10	4	0	n/a	n/a
2023	Mar 25, 2024	$345M	$345M	9	5	0	n/a	n/a
2022	Mar 27, 2023	$282M	$279M	9	6	1	n/a	n/a
2021	Mar 22, 2022	$194M	$190M	9	6	1	n/a	n/a
2020	Jan 28, 2021	$133M	$133M	6	4	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$508M	$397M	27.9%	$282M	21.7%	12	10	1	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	3	Oct 23, 2020	Oct 8, 2020	TAMPA, FL	Team lift out	Other	0.2%

Relationships

Registered with (8)

← JORDAN JOSEPH ARNOLDAdvisorregistration: current employment
Dec 4, 2025 to presentfactForm ADV
← Gabriella Marie DelMonacoAdvisorregistration: current employment
Apr 17, 2025 to presentfactForm ADV
← MATTHEW O HARBERTAdvisorregistration: current employment
Oct 8, 2020 to presentfactForm ADV
← DAVID SCOTT SILVERAdvisorregistration: current employment
Oct 8, 2020 to presentfactForm ADV
← ANDREW GENE ALLENAdvisorregistration: current employment
Oct 8, 2020 to presentfactForm ADV
← Alex Spencer BethuneAdvisorregistration: previous registration
Apr 22, 2024 to Nov 6, 2024factForm ADV
← SEAN MICHAEL WILLIAMSAdvisorregistration: previous registration
Mar 3, 2022 to Feb 29, 2024factForm ADV
← Blake Watson PriceAdvisorregistration: previous registration
Oct 8, 2020 to Sep 1, 2023factForm ADV

Controls (2)

← HARBERT, MATTHEW, OOwnerCHIEF INVESTMENT OFFICER, ownership code NA, individual
Mar 22, 2022 to Mar 25, 2024factForm ADV
← SILVER, DAVID, SCOTTOwnerCHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Oct 8, 2020 to Mar 25, 2024factForm ADV

Moved with (1)

← NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviser3 advisors, team lift out, same day
Oct 23, 2020 to Oct 8, 2020factForm ADV

Dated events

Occurred
Mar 28, 2026
Regulatory AUM changed
Instrumental Wealth, Llc reported RAUM $508.0M, up 28% from $397.1M (2025-12-03 to 2026-03-28)
Form ADVobserved 4 days ago
$111M
Occurred
Nov 6, 2024
Advisor changed firm
Alex Spencer Bethune left Instrumental Wealth, Llc for Zero Day Capital Enterprises Llc (registered 2025-03-07)
Form ADVobserved 4 days ago
Occurred
Feb 29, 2024
Advisor changed firm
Sean Michael Williams left Instrumental Wealth, Llc for Cadence Wealth Partners, Llc (registered 2024-02-29)
Form ADVobserved 4 days ago
Occurred
Sep 1, 2023
Advisor changed firm
Blake Watson Price left Instrumental Wealth, Llc for Nationwide Investment Advisors, Llc (registered 2023-09-13)
Form ADVobserved 4 days ago
Occurred
Mar 22, 2022
Control person joined
O Matthew Harbert (Chief Investment Officer) appeared on Schedule A of Instrumental Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Oct 8, 2020
Control person left
Jean Pamela Stross (Chief Compliance Officer) no longer on Schedule A of Instrumental Wealth, Llc (listed 2020-09-11, absent 2020-10-08)
Form ADVobserved 4 days ago
Occurred
Oct 8, 2020
Control person left
Vieson Julie Fanelli (Trustee) no longer on Schedule A of Instrumental Wealth, Llc (listed 2020-09-11, absent 2020-10-08)
Form ADVobserved 4 days ago
Occurred
Oct 8, 2020
Control person joined
Scott David Silver (Chief Compliance Officer & Sole Member) appeared on Schedule A of Instrumental Wealth, Llc
Form ADVobserved 4 days ago
Occurred
Sep 2, 2020
First Form ADV filing
Tarit Advisors, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:616aa657-90e1-a548-75a1-e5781c979b2a
First observed: Sep 2, 2020
Last observed: Mar 28, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

INSTRUMENTAL WEALTH, LLC

CRD 310788

TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:616aa657-90e1-a548-75a1-e5781c979b2a

Data as of Mar 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 11:50 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MATTHEW O HARBERT

n/a

TAMPA, FL

DAVID SCOTT SILVER

Certified Financial Planner

TAMPA, FL

ANDREW GENE ALLEN

Certified Financial Planner|Chartered Financial Consultant

TAMPA, FL

n/a

Gabriella Marie DelMonaco

Certified Financial Planner

Tarrytown, NY | TAMPA, FL

JORDAN JOSEPH ARNOLD

n/a

TAMPA, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HARBERT, MATTHEW, O

CHIEF INVESTMENT OFFICER

yes

10/2020

Mar 22, 2022

Mar 25, 2024

SILVER, DAVID, SCOTT

CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER

yes

10/2020

Oct 8, 2020

Mar 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$508M

$507M

n/a

2024

Apr 17, 2025

$397M

n/a

2023

Mar 25, 2024

$345M

n/a

2022

Mar 27, 2023

$282M

$279M

n/a

2021

Mar 22, 2022

$194M

$190M

n/a

2020

Jan 28, 2021

$133M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$508M

$397M

27.9%

$282M

21.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC

Oct 23, 2020

Oct 8, 2020

TAMPA, FL

Team lift out

Other

0.2%