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Growstrong Wealth Strategies, LLC

● SEC registered since 2021CRD 308299SEC# 801-120506Fort Collins, CO
Export (members)
Reg. AUM
$103.3M
Employees
3
Accounts
526
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 $103.3 million in regulatory assets under management and employs 3 people.
www.facebook.com/growstrongwealthView on SEC.gov ↗

Growstrong Wealth Strategies, LLC owners & executives

3 reported
NameTitleOwnershipSince
Clayton Jon Olson ControlPartner/Investment Advisor Representative25-50%2020
Erik Douglas Utzinger ControlPartner/Investment Advisor Representative25-50%2021
Gina Marie Waite ControlPartner/Chief Compliance Officer25-50%2024

Frequently asked questions

How much does Growstrong Wealth Strategies, LLC manage?

Growstrong Wealth Strategies, LLC reports $103.3 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

Address736 Whalers Way, Suite G100, Fort Collins, CO 80525
Phone866-535-2774
Office hoursBy Appointment
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$103.3M
Non-discretionary$0
Total (RAUM)$103.3M