Data / Investment advisers / Arkansas / Strongtower Wealth Management, PLC
Strongtower Wealth Management, PLC, Hot Springs, AR: $125 million AUM, SEC registered investment adviser
Strongtower Wealth Management, PLC is an SEC registered investment adviser with its main office in Hot Springs, Arkansas and reports $125 million in regulatory assets under management in its Form ADV filed September 8, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 292882
- SEC file number
- 801-127373
- SEC status
- Approved, effective February 23, 2023
- Main office
- 450 W. Grand Ave, Hot Springs, AR 71901
- Phone
- (501) 623-1141
- Regulatory AUM
- $125,000,000 in the Form ADV filed September 8, 2026
- Discretionary AUM
- $125,000,000
- Accounts
- 744
- Employees
- 7, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $75 million |
| Individuals (other than high net worth individuals) | 324 | $50 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $125 million | March 23, 2026 |
| December 1, 2025 | $110.5 million | October 21, 2025 |
Other advisers in Arkansas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| St. Bernard Financial Services, Inc. | Russellville | $136.2 million | Not listed | adviserinfo.sec.gov |
| Veach Family Financial | North Little Rock | $134.5 million | Not listed | adviserinfo.sec.gov |
| The Sherry Group, Inc. | Mountain Home | $130.3 million | Not listed | adviserinfo.sec.gov |
| Willow | Rogers | $127.6 million | Not listed | adviserinfo.sec.gov |
| Hatcher Capital Investments, Inc. | Little Rock | $127.5 million | Not listed | adviserinfo.sec.gov |
| Hulsey Capital Management, Inc. | Heber Springs | $113.2 million | Not listed | adviserinfo.sec.gov |
| Retirepath Wealth, LLC | Little Rock | $109.7 million | Not listed | adviserinfo.sec.gov |
| First Financial Services, LLC | Little Rock | $103.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Arkansas
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Strongtower Wealth Management, PLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.