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Strongtower Wealth Management, Plc

Updated today

Client assets under management

$125,000,000

Clients

380

15% high-net-worth

Advisors

5

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

76

High

Average account size

$328,947

About

StrongTower Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and financial planning services. The firm delivers discretionary management through a wrap-fee program and also offers access to private and alternative investments for certain qualified clients.

Advisors at StrongTower operate under granted discretionary authority for managed accounts, monitor client accounts on an ongoing basis, and conduct at least annual reviews; planning engagements range from broad-based to single-subject work. The brochure discloses that some financial professionals are licensed insurance agents who may receive separate commissions, a potential conflict of interest clients should consider.

Distinctive aspects of the firm include an affiliation with an accounting firm and its role as a sponsor of a wrap-fee program, both of which are less common among peer team firms. StrongTower is organized as a five-advisor team managing roughly $125 million in client assets and notes that advisors may make exceptions to account policies and offer alternative investment opportunities to qualified investors.

Client services

Financial planning Portfolio management

Expertise

Private / alternative investments

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Fee options

Fixed

Fixed fees for financial planning services generally ranging between $125 and $2,500

Commissions

Insurance commissions earned by some advisors who are licensed as independent insurance agents, separate from advisory fees

Other

Account minimum: $200,000 Minimum fee: $200.00 monthly minimum fee (can be waived or decreased at advisor's discretion)

Main office location

Strongtower Wealth Management, Plc

450 W. Grand Ave

Hot Springs AR 71901, United States

Number of offices

1

Most active in

Arkansas · Florida · Louisiana · Michigan · Mississippi · Nebraska · Oklahoma · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Tony N

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Tony Nation is a financial advisor at StrongTower Wealth Management, Plc, holding a Series 65 credential with six years of prior experience at Keith Smith Company and other firms. He also engages in public speaking for churches, pastor conferences, and marriage retreats, teaching on Biblical and personal finances. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management and financial planning with an investment approach that includes modified modern portfolio theory and optional faith-based screens.

Private / alternative investments
user avatar

Todd S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Todd Sadowski is a financial advisor with StrongTower Wealth Management, Plc, holding a Series 66 designation and 27 years of industry experience. He previously worked at G A Repple & Company for 13 years before joining StrongTower in 2018. Outside of his advisory role, Sadowski is involved in landscape photography and public speaking on Biblical and personal finance topics. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management, financial planning, and consultative services using a modified modern portfolio theory framework with options for value- or faith-based screens.

Private / alternative investments
user avatar

Terry B

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Terry Bewley is a financial advisor at StrongTower Wealth Management, Plc with eight years of industry experience. He holds a Series 66 designation and has worked at StrongTower since 2018, following prior roles at G. A. Repple & Company and New Life Church. In addition to his advisory work, he serves as a chaplain in the US Navy Reserves and engages in public speaking on Biblical and personal finances. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million across about 300 clients, offering discretionary portfolio management and financial planning services with an investment approach that incorporates modified modern portfolio theory and optional faith-based screens.

Private / alternative investments
user avatar

Austin S

Series 65

Hot Springs, AR

Strongtower Wealth Management, Plc

Austin Sowerbutts is a financial advisor at StrongTower Wealth Management, Plc with two years of industry experience. He holds a Series 65 designation and has prior experience at Better Mortgage and Arvest Bank. Outside of his advisory role, he owns Strategy Consulting LLC, focusing on financial analysis for small private business acquisitions, and is active as a public speaker on Biblical and personal finance topics for churches and related events. StrongTower Wealth Management, Plc is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million and offers discretionary portfolio management, financial planning, and consultative services, employing a modified modern portfolio theory framework with options for value- or faith-based screens.

Private / alternative investments
user avatar

Mitzie S

Series 66

Hot Springs, AR

Strongtower Wealth Management, Plc

Mitzie Stevens is a financial advisor at StrongTower Wealth Management, Plc with 18 years of industry experience. She holds a Series 66 designation and has worked at StrongTower since 2018. Prior to that, she was with G.A. Repple & Company for 10 years and has maintained accounting-related businesses since 1990, including serving as president of Mitzie Stevens, CPA, Inc. Outside of financial advising, she owns and manages Idlenook Horsecamp, a campground for campers and horses. StrongTower Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, and charitable organizations. The firm manages approximately $110 million through discretionary portfolio management and financial planning, using a modified modern portfolio theory framework with periodic rebalancing and optional value- or faith-based screens.

Private / alternative investments
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