← Back to searchVisit website
GROWSTRONG WEALTH STRATEGIES
GROWSTRONG WEALTH STRATEGIES, LLC
CRD 308299 · SEC 801-120506
736 WHALERS WAY, SUITE G100, FORT COLLINS, CO, 80525, United States
Phone
866-535-2774
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.0M
Discretionary AUM
$109.0M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 154 | $30.0M |
| High net worth individuals | 49 | $63.0M |
| Pension/profit sharing plans | 23 | $34.0M |
| Charitable organizations | 1 | $12K |
States served
CO, MT, NE, TX
All web addresses on file
Official SEC filing: View on IAPD