Growstrong Wealth Strategies, LLC
● SEC registered since 2021CRD 308299SEC# 801-120506Fort Collins, CO
Reg. AUM
$127M
Employees
3
Accounts
543
Location
Fort Collins, CO
Growstrong Wealth Strategies, LLC assets under management
Growstrong Wealth Strategies, LLC is a registered investment adviser overseen by the SEC based in Fort Collins, CO. The firm has been registered since 2021. It reports $127 million in regulatory assets under management and employs 3 people.
Growstrong Wealth Strategies, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clayton Jon Olson Control | Partner/Investment Advisor Representative | 25-50% | 2020 |
| Erik Douglas Utzinger Control | Partner/Investment Advisor Representative | 25-50% | 2021 |
| Gina Marie Waite Control | Partner/Chief Compliance Officer | 25-50% | 2024 |
Frequently asked questions
How much does Growstrong Wealth Strategies, LLC manage?
Growstrong Wealth Strategies, LLC reports $127 million in regulatory assets under management on its Form ADV.
How many employees does Growstrong Wealth Strategies, LLC have?
Growstrong Wealth Strategies, LLC reports 3 employees.
Where is Growstrong Wealth Strategies, LLC located?
Growstrong Wealth Strategies, LLC is based in Fort Collins, CO and has been SEC-registered since 2021.
Does Growstrong Wealth Strategies, LLC disclose fund performance?
Growstrong Wealth Strategies, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 736 Whalers Way, Suite G100, Fort Collins, CO 80525 |
| Phone | 866-535-2774 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$127M▲ 23%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$127Mregulatory AUM
Discretionary $109MNon-discretionary $18M