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GROWSTRONG WEALTH STRATEGIES

FORT COLLINS, CO · CRD 308299 · IAPD ↗ · 866-535-2774

$127.0MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — GROWSTRONG WEALTH STRATEGIES now reports custody of client assets ($14.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
August 2025 — GROWSTRONG WEALTH STRATEGIES added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — GROWSTRONG WEALTH STRATEGIES shrank from 10 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
45
February 2024 — GROWSTRONG WEALTH STRATEGIES moved its main office from LOVELAND, CO to FORT COLLINS, CO.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
58
February 2024 — GROWSTRONG WEALTH STRATEGIES reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
February 2024 — GROWSTRONG WEALTH STRATEGIES now reports custody of client assets ($2.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.