Growstrong Wealth Strategies

RIASEC Registered

Total AUM

$127M

Discretionary

$109M

86% of AUM

Avg account

$234K

Accounts

543

Employees

Advisory reps

Firm details

Headquarters: Fort Collins, Colorado
CRD number: 308299
Registered since: March 12, 2021
Website: www.growstrongwealth.com
Custodians: CHARLES SCHWAB & CO., INC., MID ATLANTIC CAPITAL CORPORATION
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI49.6%
Pension & Profit Sharing Plans26.77%
Individuals23.62%
Charitable Organizations0.01%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Growstrong Wealth Strategies is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm acts as a capital allocator for both individual and family clients as well as institutional clients, and combines advisory services with insurance and other financial-product distribution. Its advisory offering covers financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops. The firm reports it is not an active ESG investor and is not a multistate adviser. Fee arrangements are mixed: percentage-of-AUM billing is used alongside hourly and fixed-fee engagements and other fee structures. As an insurance broker and seller of financial products, Growstrong also uses annuities as part of client solutions and has an affiliation with accounting professionals for related services.