Instrumental Wealth is an investment advisor in Tampa with $282.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
853081152
SEC advisor number
801-119577
FINRA CRD number
310788
AUM ?
$282.06 mm
(as of 21 Apr 23)
Accounts
1,749
(as of 21 Apr 23)
Employees
9
(6 investment advisory or research)
Office hours
Monday - Friday, 8 AM - 5 PM
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Silver, David, Scott | Chief Executive Officer and Chief Compliance Officer | 10/2020 | > 75% |
Harbert, Matthew, O | Chief Investment Officer | 10/2020 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
29 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
18 Oct 23
13F-HR
Quarterly holdings report by institutional manager
13 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23