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| Strong Retirement Solutions LLC
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| CRD # | 335968 |
| SEC # | 801-132696 |
| CIK # | 0002111795 |
| AUM | 166.1 M (2026-03-20) |
| Employees | 8 (62% Investors, 0% Brokers) |
| Phone | 360-566-2264 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111795 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.5 | ||
| Microsoft Corp | 7.4 | ||
| Advanced Micro Devices Inc | 7.1 | ||
| Amazon Com Inc | 5.3 | ||
| Broadcom Inc | 4.9 | ||
| Visa Inc | 4.6 | ||
| Amphenol Corp /DE/ | 4.5 | ||
| Apple Inc | 4.4 | ||
| Quanta Services Inc | 4.0 | ||
| Chemed Corp | 3.9 | ||
| Progressive Corp/Oh/ | 3.8 | ||
| ServiceNow Inc | 3.6 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Alphabet Inc | 3.4 | ||
| Wal Mart Stores Inc | 3.3 | ||
| Diamondback Energy Inc | 3.3 | ||
| Copart Inc | 3.1 | ||
| American Tower Corp /MA/ | 3.1 | ||
| CrowdStrike Holdings Inc | 2.8 | ||
| Uber Technologies Inc | 1.9 | ||
| Lilly Eli & Co | 1.7 | ||
| UnitedHealth Group Inc | 1.7 | ||
| Tesla Motors Inc | 1.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 334 | 77.9 |
| (b) Individuals (high net worth individuals) | 54 | 78.7 |
| (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 | 14 | 8.9 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 944 | 166.1 |
| By Discretionary | ||
| Discretionary | 944 | 166.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 944 | 166.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.1 | |
| Total | 944 | 166.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111795] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Skybound Wealth Management USA LLC
✚
|
TX | 166.5 M |
|
Conway Partners Management LLC
✚
|
166.3 M | |
|
Great Lakes Wealth LLC
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|
MI | 166.3 M |
|
AFG Fiduciary Services Limited Partnership
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MA | 166.3 M |
|
W & S Management Services Inc
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NY | 166.0 M |
|
Stolzer Rothschild Levy LLC
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NJ | 166.0 M |
|
Lyons Capital Group LLC
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|
LA | 165.9 M |
|
Vestpointe Wealth Management LLC
✚
|
AZ | 165.8 M |
|
Vision Financial Management LLC
✚
|
OH | 165.7 M |
|
Feltl Advisors LLC
✚
|
MN | 165.6 M |