# INSTRUMENTAL WEALTH, LLC

INSTRUMENTAL WEALTH, LLC of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 310788
- Type: SEC-registered investment adviser
- SEC file number: 801-119577
- Location: 1 N DALE MABRY HWY., STE #1000, TAMPA, FL, 33609
- Phone: 813-578-7001
- Latest filing: 2026-03-28
- Regulatory AUM: $508.0M
- Discretionary AUM: $507.3M
- Non-discretionary AUM: $700K
- Clients: 12
- Accounts: 2,128

## Business model

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

## Officers, owners & control persons (6)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/310788/brochure
- Similar advisers: https://search.stillhousedata.com/firm/310788/similar
- Related entities: https://search.stillhousedata.com/firm/310788/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/310788

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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.