Growstrong Wealth Strategies LLC

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Assets, Funds, Holdings

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Growstrong Wealth Strategies LLC
CRD #308299
SEC #801-120506
CIK #
AUM $94.9 MM (2024-03-07)
Employees 5 (100% Investors, 0% Brokers)
Phone866-535-2774
Address736 Whalers Way
Fort Collins, CO 80525
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
1008060402002009201420192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 371 41.5
(b) Individuals (high net worth individuals) 17 29.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 20 23.8
(h) Charitable organizations 0 0.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 797 94.9
By Discretionary
Discretionary 754 89.0
Non-Discretionary 43 5.8
Total 797 94.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 94.9
Total 797 94.9
Comparable Firms State AUM ($BB)
ELE Advisory Services Inc
MI 0.1
Queen City Capital Management LLC
OH 0.1
MPWA Inc
CA 0.1
Secure Retirement Financial & Insurance Services Corp
CA 0.1
Aspire Wealth Management LLC
KS 0.1
Box Financial Advisors LLC
TX 0.1
Irvine Wealth Planning Strategies LLC
NY 0.1
Brandywine Financial Group Inc
FL 0.1
Federal PREP Advisors Inc
NY 0.1
Capstone Wealth Management Corp
FL 0.1
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