DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Strongtower Wealth Management, Plc

Independent wealth managerHot Springs, ArkansasCRD 292882SEC 801-127373website IAPD

Latest filing Sep 8, 2026

First filing on the tape Jan 24, 2023 · 18 filings

SEC status approved since Feb 23, 2023

RAUM

$125M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$125M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$31.3M

derived; firm RAUM over IAPD count

Employees

5 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

18 filings and snapshots on the tape

RAUM$125M as of Mar 23, 2026

Jan 12, 2024$121M then

HNW client RAUM$75.0M as of Mar 23, 2026

Jan 12, 2024$75.0M then

State-registered IARs (5.B.3)5 as of Mar 23, 2026

Jan 12, 20244 then

Employees (5.A)7 as of Mar 23, 2026

Jan 12, 20246 then

Private funds: no history

RAUM +13% over the last fiscal yearIARs 4 to 5

Practice profile

derived from the filing of Sep 8, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets

RAUM per advisor: $31.3MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 95derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $1.3MderivedHNW RAUM over HNW clients
Average account: $168,011derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.8derivedItem 5.A over advisors
Advisors per office: 4.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +13%derivedbetween the last two annual amendments
Advisor growth, one year: +25%derivedItem 5.B.3 between annual amendments
Client growth, one year: +22%derived
Compensation: percentage of assets, fixed feesreportedItem 5.E
Advisory activities: financial planning, portfolio management for individualsreportedItem 5.G
Wrap fee program: $125MreportedItem 5.I
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$75.0M60%
Individuals$50.0M40%

Individual clients: 324reported
HNW clients: 56reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 744reported
Financial planning clients: 251-500reported
Wrap fee programs: $0 sponsored, $0 managedreported
Custody of client assets: noreported
Compensation: % of AUM, fixedreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

4 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Mitzie A Stevens	Hot Springs, Ar	Apr 23, 2018	35 y	1
Terry Wayne Bewley	Hot Springs, Ar	Apr 23, 2018	15 y	0
Todd David Sadowski	Hot Springs, Ar	Apr 23, 2018	27 y	2
Tony Kent Nation	Hot Springs, Ar	May 23, 2025	10 y	0

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months

Left, latest

Katrina L Robertson to Black Knight Wealth Management, LLC
Sep 30, 2024 · RIA to RIA

Joined, latest

Mitzie A Stevens from G. A. Repple & Company
Apr 23, 2018 · Affiliated broker-dealer or bank to independent RIA
Todd David Sadowski from G. A. Repple & Company
Apr 23, 2018 · Affiliated broker-dealer or bank to independent RIA
Katrina L Robertson from G. A. Repple & Company
Apr 23, 2018 · Affiliated broker-dealer or bank to independent RIA

Every departure Every arrival

Teams: two or more advisors moving together within fourteen days, from one state

2 joined from G. A. Repple & Company
Apr 4, 2018 · Hot Springs, Ar

Teams out Teams in

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

David Todd Sadowski · Ceo, Cco, Advisorcontrol
since 01/2002 · owns 75% or more

Related persons

Schedule D 7.A

Mitzie Stevens
insurancen

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Hot Springs, Ar · principal	4	0	0

Offices

Schedule D 1.F, the 25 largest

No branch office listed.

ADV anomalies

1 against comparable advisers; where to look, not conclusions

HNW share shiftChange between filings · filing Mar 23, 2026
HNW share of RAUM moved from 19.0% to 60.0% between the annual amendments of 2025-02-03 and 2026-03-23
peers: independent wealth managers, $100M to $500M (5,676)

How anomalies are measured

What changed

consecutive filings, newest first

Financial planning clients · 251-500 to 251-500
Mar 23, 2026 to Sep 8, 2026
Succession · false to unset
Mar 23, 2026 to Sep 8, 2026
Accounts · 695 to 744
Oct 21, 2025 to Mar 23, 2026
Advisory employees · 4 to 5
Oct 21, 2025 to Mar 23, 2026
HNW clients · 51 to 56
Oct 21, 2025 to Mar 23, 2026
Individual clients · 261 to 324
Oct 21, 2025 to Mar 23, 2026
Employees · 6 to 7
Oct 21, 2025 to Mar 23, 2026
State-registered IARs · 4 to 5
Oct 21, 2025 to Mar 23, 2026
Discretionary RAUM · $111M to $125M
Oct 21, 2025 to Mar 23, 2026
HNW RAUM · $21.0M to $75.0M
Oct 21, 2025 to Mar 23, 2026
Individual RAUM · $89.5M to $50.0M
Oct 21, 2025 to Mar 23, 2026
RAUM · $111M to $125M
Oct 21, 2025 to Mar 23, 2026
Accounts · 973 to 695
Dec 19, 2024 to Feb 3, 2025
HNW clients · 85 to 51
Dec 19, 2024 to Feb 3, 2025
Individual clients · 381 to 261
Dec 19, 2024 to Feb 3, 2025
Financial planning clients · 251-500 to 251-500
Dec 19, 2024 to Feb 3, 2025
Discretionary RAUM · $129M to $111M
Dec 19, 2024 to Feb 3, 2025
HNW RAUM · $83.0M to $21.0M
Dec 19, 2024 to Feb 3, 2025
Individual RAUM · $46.0M to $89.5M
Dec 19, 2024 to Feb 3, 2025
RAUM · $129M to $111M
Dec 19, 2024 to Feb 3, 2025
HNW clients · 78 to 85
Jan 26, 2024 to Apr 8, 2024
Individual clients · 388 to 381
Jan 26, 2024 to Apr 8, 2024
Discretionary RAUM · $121M to $129M
Jan 26, 2024 to Apr 8, 2024
HNW RAUM · $75.0M to $83.0M
Jan 26, 2024 to Apr 8, 2024
RAUM · $121M to $129M
Jan 26, 2024 to Apr 8, 2024
Accounts · 968 to 973
Oct 12, 2023 to Jan 12, 2024
HNW clients · 79 to 78
Oct 12, 2023 to Jan 12, 2024
Individual clients · 389 to 388
Oct 12, 2023 to Jan 12, 2024
Employees · 5 to 6
Oct 12, 2023 to Jan 12, 2024
Discretionary RAUM · $115M to $121M
Oct 12, 2023 to Jan 12, 2024
HNW RAUM · $71.0M to $75.0M
Oct 12, 2023 to Jan 12, 2024
Individual RAUM · $44.0M to $46.0M
Oct 12, 2023 to Jan 12, 2024
RAUM · $115M to $121M
Oct 12, 2023 to Jan 12, 2024
Accounts · 991 to 968
Jul 27, 2023 to Sep 11, 2023
HNW clients · 70 to 79
Jul 27, 2023 to Sep 11, 2023
Individual clients · 379 to 389
Jul 27, 2023 to Sep 11, 2023
Employees · 6 to 5
Jul 27, 2023 to Sep 11, 2023
Discretionary RAUM · $103M to $115M
Jul 27, 2023 to Sep 11, 2023
HNW RAUM · $59.0M to $71.0M
Jul 27, 2023 to Sep 11, 2023
Individual RAUM · $43.5M to $44.0M
Jul 27, 2023 to Sep 11, 2023

Signals

3 dated events

Katrina L Robertson left Strongtower Wealth Management, Plc for Black Knight Wealth Management, Llc (registered 2024-10-01)
Sep 30, 2024 · Advisor changed firm · fact
L Katrina Robertson (Chief Compliance Officer) no longer on Schedule A of Strongtower Wealth Management, Plc (listed 2024-04-20, absent 2024-09-30)
Sep 30, 2024 · Control person left · inference
Strongtower Wealth Management, Plc filed its initial SEC registration (Form ADV)
Jan 24, 2023 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Website: STRONGTOWERWEALTH.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone: 501-623-1141reportedpublic record, Form ADV, Sep 8, 2026
Team page: strongtowerwealth.com/teamreportedpublished by the firm, firm site, Sep 16, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $31.3Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026