SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Structure Wealth Management, LLC
Tampa, FL
CRD 343156
Firm filing updated August 19, 2026 ·
- $165.7MAssets
- 2Advisory staff
- 714Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals130
- Individuals16
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 16 | $16.6 million |
| High net worth individuals | 130 | $149.1 million |
| Banking or thrift institutions | Fewer than 5 clients | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 clients | $0 |
| Charitable organizations | Fewer than 5 clients | $0 |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $0 |
| Other investment advisors | Fewer than 5 clients | $0 |
| Insurance companies | Fewer than 5 clients | $0 |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 clients | $0 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $0 |
| Other: "0" | Fewer than 5 clients | $0 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
See all 6 services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "INSURANCE, ESTATE PLANNING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: "INSURANCE, ESTATE PLANNING"
Assets and accounts
- Regulatory assets$165.7 million
- Accounts714
- DiscretionaryAll accounts
People
- Employees2
- Advisory staff2
- Broker-dealer reps1
- Licensed insurance agents1
- Planning clients101 to 250
Registration details
- SEC-registered investment advisor. CRD 343156, SEC file 801-137115.
- Registered with the SEC as an investment advisor (status date on record: August 17, 2026).
Is Structure Wealth Management, LLC a fiduciary?
Short answer: Structure Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
Some of the firm's people may also act for a broker-dealer: 1 staff member is a broker-dealer representative. When someone acts for a broker-dealer, a different SEC standard, Regulation Best Interest, applies to their recommendations. Ask which role they are acting in.
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.