Richard Alley
Stronghold Wealth Management · Tampa, Florida
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.
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Facts
| Firm | Stronghold Wealth Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $172.9M across 579 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 2760535 |
| Exams passed | Series 63 (1997) · Series 65 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.strwealth.com |
| Profile |
How Richard's firm compares
- Stronghold Wealth Management's average account is about $299,000, from its Form ADV (assets managed divided by 579 accounts).
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Questions about Richard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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