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GROWSTRONG WEALTH STRATEGIES
Legal name: GROWSTRONG WEALTH STRATEGIES, LLC
CRD 308299File 801-120506
APPROVED
Retail clients
Custody
Filing as of Jun 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$127.0M
Bottom 25% of cohort (national)
Discretionary AUM
$109.0M
Non-discretionary $18.0M
Clients
227
543 accounts
Employees
3
Bottom 25% of cohort in CO
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Mar 12, 2021
- Principal office
- 736 WHALERS WAY, SUITE G100, FORT COLLINS, CO, 80525
- Phone
- 866-535-2774
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.0M
- Discretionary AUM
- $109.0M
- Non-discretionary AUM
- $18.0M
- Discretionary accounts
- 525
- Non-discretionary accounts
- 18
- Total accounts
- 543
- AUM per client
- $560K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $12K |
| High net worth individuals | 49 | $63.0M |
| Pension and profit sharing plans | 23 | $34.0M |
| Individuals (other than high net worth individuals) | 154 | $30.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — SOLICITOR FEES
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.