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Structure Wealth Management

EST. AUM
$165,701,905

CONTACTS
1

CLIENT ACCOUNTS
714

Firm Details

Metro area Tampa
CRD Number 343156
Website structurewm.com
Client types

Overview

Structure Wealth Management is a Tampa, Florida-based wealth-management practice operating as a DBA of SEC-registered investment adviser OneSeven. The firm provides customized financial planning and professional investment management to business owners, families, retirees and individuals experiencing sudden wealth. Its services include portfolio management, fixed-income strategies, retirement planning, estate and charitable-giving planning, education planning, business planning and risk management. Structure builds broadly diversified portfolios tailored to each client's goals, time horizon, tax considerations and risk tolerance. Its planning approach integrates clients' investments with broader financial, tax, estate and personal objectives and coordinates with clients' other professional advisers.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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