# Richard Alley

> Richard Alley is a fee-only financial advisor at Stronghold Wealth Management in Tampa, Florida, who holds the CFA credential. Stronghold Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/richard-alley/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Stronghold Wealth Management
- **Based in:** Tampa, Florida
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $172.9M across 579 accounts
- **Credentials:** CFA
- **CRD:** 2760535 (https://adviserinfo.sec.gov/individual/summary/2760535)
- **SEC registration:** Investment adviser representative in FL, GA, TX
- **Exams passed:** Series 63 (1997), Series 65 (1997)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.strwealth.com

## Frequently asked questions

### Is Richard Alley a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and Stronghold Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Richard charge for financial advice?

Richard's firm, Stronghold Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Richard Alley based?

Richard Alley is based in Tampa, Florida.

### What credentials does Richard Alley hold?

Richard Alley holds the CFA credential.

### Is Richard Alley registered with the SEC?

Yes. Richard Alley is registered as an investment adviser representative in FL, GA and TX (CRD 2760535), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stronghold Wealth Management manage?

Stronghold Wealth Management reports $172.9M across 579 accounts in assets under management.

### How do I contact Richard Alley?

Through Richard's website, www.strwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2760535): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.