Structure Wealth Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 343156
· SEC file 801-137115
· Tampa, FL
· www.structurewm.com
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ADV data as of Aug 19, 2026
- Regulatory AUM
- $166M
- Discretionary
- $166M
- Clients
- 146
- Avg AUM / client
- $1.1M
- Accounts
- 714
- Employees
- 2
AUM over time
$0
$166M
Jul 17, 2026
Aug 19, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 19, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 16 | $16.6M | 10.0% |
| High net worth individuals | 130 | $149M | 90.0% |
| Banking or thrift institutions | 0 | — | — |
| Pension and profit sharing plans | 0 | — | — |
| Charitable organizations | 0 | — | — |
| State or municipal government entities | 0 | — | — |
| Other investment advisers | 0 | — | — |
| Insurance companies | 0 | — | — |
| Sovereign wealth funds and foreign official institutions | 0 | — | — |
| Corporations and other businesses | 0 | — | — |
| Other | 0 | — | — |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Raymond James $74.6M (45% of AUM) Aug 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 19, 2026.
View current Form ADV (SEC/IAPD) ↗