STRONGBOX WEALTH, LLC
CRD #304952 SEC #801-117141 LEE'S SUMMIT, MO 816-607-5410
SEC Registered
Total AUM
$456.5M
Discretionary
$433.5M
Employees
7
Clients
10
Accounts
1,550
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $456.5M | $433.5M | $23M | 7 | 2 |
| Feb 2025 | $456.5M | $433.5M | $23M | 7 | 2 |
| Aug 2024 | $394M | $374.1M | $19.9M | 6 | 2 |
| Feb 2024 | $394M | $374.1M | $19.9M | 6 | 2 |
| Jun 2023 | $333.9M | $315.8M | $18.1M | 5 | 1 |
| Apr 2023 | $333.9M | $315.8M | $18.1M | 5 | 1 |
| Mar 2023 | $333.9M | $315.8M | $18.1M | 5 | 1 |
| Aug 2022 | $365.5M | $344.1M | $21.4M | 3 | 1 |
| Aug 2022 | $365.5M | $344.1M | $21.4M | 3 | 1 |
| Jul 2022 | $365.5M | $344.1M | $21.4M | 3 | 1 |
| Jun 2022 | $365.5M | $344.1M | $21.4M | 3 | 1 |
| Feb 2022 | $365.5M | $344.1M | $21.4M | 3 | 1 |
| Mar 2021 | $317.9M | $302.6M | $15.3M | 3 | 0 |
| Jan 2021 | $223.5M | $211.2M | $12.2M | 3 | 0 |
| Jun 2020 | $223.5M | $211.2M | $12.2M | 3 | 0 |
| Mar 2020 | $223.5M | $211.2M | $12.2M | 3 | 0 |
| Jan 2020 | $207.3M | $196.2M | $11.1M | 3 | 0 |
| Nov 2019 | $207.3M | $196.2M | $11.1M | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Aug 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 3 | 0 |
| Jul 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$456.5M
Discretionary$433.5M
Non-Disc.$23M
Employees7
Clients2
DateFeb 2025
Total AUM$456.5M
Discretionary$433.5M
Non-Disc.$23M
Employees7
Clients2
DateAug 2024
Total AUM$394M
Discretionary$374.1M
Non-Disc.$19.9M
Employees6
Clients2
DateFeb 2024
Total AUM$394M
Discretionary$374.1M
Non-Disc.$19.9M
Employees6
Clients2
DateJun 2023
Total AUM$333.9M
Discretionary$315.8M
Non-Disc.$18.1M
Employees5
Clients1
DateApr 2023
Total AUM$333.9M
Discretionary$315.8M
Non-Disc.$18.1M
Employees5
Clients1
DateMar 2023
Total AUM$333.9M
Discretionary$315.8M
Non-Disc.$18.1M
Employees5
Clients1
DateAug 2022
Total AUM$365.5M
Discretionary$344.1M
Non-Disc.$21.4M
Employees3
Clients1
DateAug 2022
Total AUM$365.5M
Discretionary$344.1M
Non-Disc.$21.4M
Employees3
Clients1
DateJul 2022
Total AUM$365.5M
Discretionary$344.1M
Non-Disc.$21.4M
Employees3
Clients1
DateJun 2022
Total AUM$365.5M
Discretionary$344.1M
Non-Disc.$21.4M
Employees3
Clients1
DateFeb 2022
Total AUM$365.5M
Discretionary$344.1M
Non-Disc.$21.4M
Employees3
Clients1
DateMar 2021
Total AUM$317.9M
Discretionary$302.6M
Non-Disc.$15.3M
Employees3
Clients0
DateJan 2021
Total AUM$223.5M
Discretionary$211.2M
Non-Disc.$12.2M
Employees3
Clients0
DateJun 2020
Total AUM$223.5M
Discretionary$211.2M
Non-Disc.$12.2M
Employees3
Clients0
DateMar 2020
Total AUM$223.5M
Discretionary$211.2M
Non-Disc.$12.2M
Employees3
Clients0
DateJan 2020
Total AUM$207.3M
Discretionary$196.2M
Non-Disc.$11.1M
Employees3
Clients0
DateNov 2019
Total AUM$207.3M
Discretionary$196.2M
Non-Disc.$11.1M
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0