INSTRUMENTAL WEALTH, LLC of TAMPA, FL is an SEC-registered investment adviser (CRD 310788). Regulatory assets under management: $508.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| David Scott Silver | CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER, AND TRUSTEE (+1 more) | — |
| Matthew O Harbert | CHIEF INVESTMENT OFFICER | — |
| STROSS PAMELA JEAN | CHIEF COMPLIANCE OFFICER | — |
| FANELLI JULIE VIESON | MANAGER; TRUSTEE | — |
| SILVER DAVID SCOTT | CHIEF COMPLIANCE OFFICER & SOLE MEMBER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| HARBERT MATTHEW O | CHIEF INVESTMENT OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| — | — | 1 | 813-578-7002 |
| — | — | 1 | 813-578-7002 |