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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Growstrong Wealth Strategies LLC
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|---|---|
| CRD # | 308299 |
| SEC # | 801-120506 |
| CIK # | |
| AUM | $103.3 M (2025-07-07) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 866-535-2774 |
| Address | 736 Whalers Way Fort Collins, CO 80525 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 174 | 25.6 |
| (b) Individuals (high net worth individuals) | 42 | 45.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 22 | 29.8 |
| (h) Charitable organizations | 1 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 526 | 103.3 |
| By Discretionary | ||
| Discretionary | 526 | 103.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 526 | 103.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 103.3 | |
| Total | 526 | 103.3 |
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|---|---|---|
|
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AL | 0.1 |
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MI | 0.1 |
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|
Cassilly Financial Group LLC
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MD | 0.1 |
|
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OH | 0.1 |
|
Networth Asset Management Inc
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0.1 | |
|
Sentara Capital LLC
✚
|
GA | 0.1 |
|
Infinity Advisory Group LLC
✚
|
MI | 0.1 |
|
Victory Asset Management Co Inc
✚
|
NJ | 0.1 |
|
Zenith Solutions Inc
✚
|
PA | 0.1 |