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.

Firm class

independent wealth managerderivedprivate_client_share=0.93 fund_share=0.0 institutional_share=0.05 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$562MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$529M

Private client RAUM

$523MderivedItem 5.D individuals plus high net worth individuals

Private client share

93%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$141Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

7

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

1,698

Individual clients

285

High net worth clients

189

Custody, client assets

$421M

SEC number

801-117141

CIK

1812155

CRD

304952

Filings on the tape

26

First filed

Jul 9, 2019

Latest filed

Mar 10, 2026

Organised

Limited Liability Company, DE

• Occurred

  Aug 23, 2019
  Control person joined

  Sherwood Charles Cooper (Managing Member & Chief Compliance Officer) appeared on Schedule A of Strongbox Wealth, Llc

  Form ADVobserved 6 days ago
• Occurred

  Jul 9, 2019
  First Form ADV filing

  Strongbox Wealth filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ea4cf28-490d-e604-fd27-cff43fdbd1cf

First observed

Jul 9, 2019

Last observed

Mar 10, 2026 6 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.