RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Dec 3, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
HARBERT, MATTHEW, OICHIEF INVESTMENT OFFICERNA Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND TRUSTEENA Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND TRUSTEENA Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND TRUSTEENA Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND TRUSTEENA Control
STROSS, PAMELA, JEANICHIEF COMPLIANCE OFFICERNA Control
STROSS, PAMELA, JEANICHIEF COMPLIANCE OFFICERNA Control
DAVID S. SILVER LIVING REVOCABLE TRUSTDESHAREHOLDERE
DAVID S. SILVER LIVING REVOCABLE TRUSTDESHAREHOLDERE
DAVID S. SILVER LIVING REVOCABLE TRUSTDESHAREHOLDERE
DAVID S. SILVER LIVING REVOCABLE TRUSTDESHAREHOLDERE
SILVER, DAVID, SCOTTICHIEF COMPLIANCE OFFICER & SOLE MEMBERE Control
SILVER, DAVID, SCOTTICHIEF COMPLIANCE OFFICER & SOLE MEMBERE Control
SILVER, DAVID, SCOTTICHIEF COMPLIANCE OFFICER & SOLE MEMBERE Control
SILVER, DAVID, SCOTTICHIEF COMPLIANCE OFFICER & SOLE MEMBERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF COMPLIANCE OFFICER & SOLE MEMBERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
SILVER, DAVID, SCOTTICHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICERE Control
TRUCLARITY MANAGEMENT SOLUTIONS, LLCFEMANAGING MEMBERE Control
TRUCLARITY MANAGEMENT SOLUTIONS, LLCFEMANAGING MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FANELLI, JULIE, VIESONISEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16F Control
FANELLI, JULIE, VIESONISEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16F Control
THC II ,LLCDETRUCLARITY MANAGEMENT SOLUTIONS, LLCE Control
THC II ,LLCDETRUCLARITY MANAGEMENT SOLUTIONS, LLCE Control
SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16DETHC II ,LLCD Control
SEMBLER PROVISION FUND GENERATION SKIPPING TRUST NUMBER FIVE, U/A/D 2-25-16DETHC II ,LLCD Control

Registrations

Federal

IA
Dec 3, 2025 REGISTERED

Notice Filings (13)

CA CO FL LA MD MI NC NY PA SC TN TX WI

Address

1 N DALE MABRY HWY.
STE #1000
TAMPA, FL 33609
United States
Phone: 813-578-7001