Strong Wealth
Firm details
- Headquarters
- ,
- CRD number
- 316950
- Website
- www.strongwealth.net
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI74.75%
- Individuals25.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Strong Wealth is an independent registered investment adviser organized as a limited liability company that serves individuals and families. The firm provides financial planning and portfolio management for individuals and small business owners. Its billing combines a percentage-of-assets-under-management fee schedule with the option of fixed fees. The firm does not identify as an active ESG investor, does not position itself as a capital allocator, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents17%
- Exchange Traded Equities1%
Contacts
2 of 2
Jacob Phelps
Director of Financial PlanningCRD 7031015
Mitchell Moore
FounderCRD 7221143
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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