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| Strategies Wealth Advisors LLC
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|---|---|
| CRD # | 289913 |
| SEC # | 801-112177 |
| CIK # | 0001976435 |
| AUM | 3,288.5 M (2026-04-02) |
| Employees | 31 (55% Investors, 0% Brokers) |
| Phone | 616-719-5007 |
| Address | 171 Monroe Ave NW Grand Rapids, MI 49503 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.8 | ||
| Amazon Com Inc | 8.8 | ||
| Apple Inc | 8.5 | ||
| Microsoft Corp | 5.3 | ||
| Facebook Inc | 4.3 | ||
| Lilly Eli & Co | 3.7 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Innovia Private Holdings LP | 2026-03-31 | ||
| PE | Strategies TRM Equity Fund II Access Fund LLC | 2023-02-15 | 50.4 M |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 368 | 0.3 |
| (b) Individuals (high net worth individuals) | 359 | 2.5 |
| (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 | 64 | 0.5 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 12 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,978 | 3.3 |
| By Discretionary | ||
| Discretionary | 3,940 | 3.1 |
| Non-Discretionary | 38 | 0.2 |
| Total | 3,978 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 3,978 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001976435] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Fund Types | Private Equity |
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