Structure Wealth Management, LLC: new SEC registration, $166M AUM, Tampa, FL
Structure Wealth Management, LLC (Tampa, Florida): new SEC registration, $166M AUM, Tampa, FL. Its amount of 166 is above the median of 134 (61st percentile). Dated 80 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 166 · 61th percentile of 1,149 NewRiaPulse records · 1.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Structure Wealth Management, LLC |
| Legal name | Structure Wealth Management, LLC |
| CRD | 343156 |
| Status | Approved |
| Registered with the SEC | 2026-08-17 |
| Latest Form ADV filing | 2026-08-19 |
| Location | Tampa, FL, United States |
| Regulatory AUM | $165,701,905 |
| Accounts | 714 |
| Employees | 2 |
| Website | https://www.structurewm.com |
| amount percentile | 61th of 1,149 (median 134, 1.2x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-17
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Cip Pe Advisors, LLC · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Structure Wealth Management, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Structure Wealth Management, LLC's amount: 61st percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $166M under management.
- Website on file.
What is the NewRiaPulse record for Structure Wealth Management, LLC in Tampa, Florida?
Structure Wealth Management, LLC received SEC registration as an investment adviser (2026-08-17) with $165,701,905 in regulatory assets under management, based in Tampa, FL.
How does Structure Wealth Management, LLC compare to other Florida NewRiaPulse records?
Its amount of 166 sits in the upper half (61th percentile) of 1,149 records; the median is 134. It is 80 days old; check the official source for later updates before acting.
Structure Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Structure Wealth Management, LLC | Tampa, FL | 166 | 61st | 2026-08-17 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.