# STRONGBOX WEALTH, LLC

STRONGBOX WEALTH, LLC of LEE'S SUMMIT, MO is an SEC-registered investment adviser.

## Registration

- CRD: 304952
- Type: SEC-registered investment adviser
- SEC file number: 801-117141
- Location: 3470 NE RALPH POWELL ROAD, SUITE A, LEE'S SUMMIT, MO, 64064
- Phone: 816-607-5410
- Latest filing: 2026-03-10
- Regulatory AUM: $562.4M
- Discretionary AUM: $528.8M
- Non-discretionary AUM: $33.7M
- Clients: 7
- Accounts: 1,698

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Charles Sherwood Cooper | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| Jonathan Grant Garlow | FOUNDING MEMBER | — |
| EMERY LEIGH ELIZABETH | CHIEF COMPLIANCE OFFICER | — |
| GARLOW JONATHAN GRANT | FOUNDING MEMBER; MANAGING MEMBER | — |
| COOPER CHARLES SHERWOOD | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER; OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/304952/brochure
- Similar advisers: https://search.stillhousedata.com/firm/304952/similar
- Related entities: https://search.stillhousedata.com/firm/304952/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/304952

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.