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

Clients

Accounts

1,550

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 12, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
EMERY, LEIGH, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA
EMERY, LEIGH, ELIZABETH	I	CHIEF COMPLIANCE OFFICER	NA
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	E	Control
STRONGBOX PARTNERS	DE	OWNER	D	Control
STRONGBOX PARTNERS	DE	OWNER	D	Control
STRONGBOX PARTNERS	DE	OWNER	D	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
COOPER, CHARLES, SHERWOOD	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
GARLOW, JONATHAN, GRANT	I	MANAGING MEMBER	B
GARLOW, JONATHAN, GRANT	I	MANAGING MEMBER	B
GARLOW, JONATHAN, GRANT	I	MANAGING MEMBER	B
GARLOW, JONATHAN, GRANT	I	MANAGING MEMBER	B
GARLOW, JONATHAN, GRANT	I	MANAGING MEMBER	B
GARLOW, JONATHAN, GRANT	I	MANAGING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B
GARLOW, JONATHAN, GRANT	I	FOUNDING MEMBER	B

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control
COOPER, CHARLES, SHERWOOD	I	STRONGBOX PARTNERS	E	Control

Registrations

Federal

Mar 12, 2025 REGISTERED

Notice Filings (9)

AZ CO FL KS MO NC OK TN TX

Address

3470 NE RALPH POWELL ROAD
SUITE A
LEE'S SUMMIT, MO 64064
United States

Phone: 816-607-5410