INSTRUMENTAL WEALTH, LLC
CRD #310788 SEC #801-119577 TAMPA, FL 813-578-7001
SEC Registered
Total AUM
$397.1M
Discretionary
$397.1M
Employees
10
Clients
101
Accounts
1,930
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $397.1M | $397.1M | $0 | 10 | 4 |
| Jun 2025 | $397.1M | $397.1M | $0 | 10 | 4 |
| Apr 2025 | $397.1M | $397.1M | $0 | 10 | 4 |
| Mar 2025 | $397.1M | $397.1M | $0 | 10 | 4 |
| Jan 2025 | $345.3M | $345.3M | $0 | 9 | 6 |
| Mar 2024 | $345.3M | $345.3M | $0 | 9 | 6 |
| Sep 2023 | $282.1M | $279.4M | $2.7M | 9 | 2 |
| Apr 2023 | $282.1M | $279.4M | $2.7M | 9 | 2 |
| Mar 2023 | $282.1M | $279.4M | $2.7M | 9 | 2 |
| Nov 2022 | $193.8M | $190M | $3.8M | 9 | 31 |
| Sep 2022 | $193.8M | $190M | $3.8M | 9 | 31 |
| Apr 2022 | $193.8M | $190M | $3.8M | 9 | 31 |
| Mar 2022 | $193.8M | $190M | $3.8M | 9 | 31 |
| Dec 2021 | $132.8M | $132.8M | $0 | 6 | 3 |
| Jan 2021 | $132.8M | $132.8M | $0 | 6 | 3 |
| Dec 2020 | $0 | $0 | $0 | 6 | 0 |
| Oct 2020 | $0 | $0 | $0 | 6 | 0 |
| Oct 2020 | $0 | $0 | $0 | 6 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
| Sep 2020 | $0 | $0 | $0 | 1 | 0 |
DateDec 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees10
Clients4
DateJun 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees10
Clients4
DateApr 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees10
Clients4
DateMar 2025
Total AUM$397.1M
Discretionary$397.1M
Non-Disc.$0
Employees10
Clients4
DateJan 2025
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees9
Clients6
DateMar 2024
Total AUM$345.3M
Discretionary$345.3M
Non-Disc.$0
Employees9
Clients6
DateSep 2023
Total AUM$282.1M
Discretionary$279.4M
Non-Disc.$2.7M
Employees9
Clients2
DateApr 2023
Total AUM$282.1M
Discretionary$279.4M
Non-Disc.$2.7M
Employees9
Clients2
DateMar 2023
Total AUM$282.1M
Discretionary$279.4M
Non-Disc.$2.7M
Employees9
Clients2
DateNov 2022
Total AUM$193.8M
Discretionary$190M
Non-Disc.$3.8M
Employees9
Clients31
DateSep 2022
Total AUM$193.8M
Discretionary$190M
Non-Disc.$3.8M
Employees9
Clients31
DateApr 2022
Total AUM$193.8M
Discretionary$190M
Non-Disc.$3.8M
Employees9
Clients31
DateMar 2022
Total AUM$193.8M
Discretionary$190M
Non-Disc.$3.8M
Employees9
Clients31
DateDec 2021
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees6
Clients3
DateJan 2021
Total AUM$132.8M
Discretionary$132.8M
Non-Disc.$0
Employees6
Clients3
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateOct 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0