FORT COLLINS, COCRD 308299Latest ADV March 26, 2026
Growstrong Wealth Strategies is an SEC registered investment adviser organized as a limited liability company with a primary office location in Fort Collins, CO. Its latest Form ADV filing, dated March 26, 2026, reports $127M in regulatory assets under management, 3 employees, 2 offices, and 543 accounts.
Assets Under Management
$127M
Employees
3
Offices
2 offices
Total Clients
227
Primary office
FORT COLLINS, CO
736 WHALERS WAY, SUITE G100, FORT COLLINS, CO, United States
Top client segmentIndividuals represent 67.8% of total clients.
Top client categories% of clientsClients
1
Individuals
67.8%
154
2
HNWI
21.6%
49
3
Pension Plans
10.1%
23
4
Charitable
0.4%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of March 26, 2026
Discretionary85.8%
$109M
86% of total RAUM85.8%
Non-discretionary14.2%
$18M
14% of total RAUM14.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts543
10Y AUM Change+$96M (+307.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee76:1
10Y Employee Change-8 (-72.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.