# Growstrong Wealth Strategies

> Growstrong Wealth Strategies is an SEC-registered investment advisory firm in Fort Collins, CO, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 1, 2026.

- CRD: 308299
- Filed as: GROWSTRONG WEALTH STRATEGIES
- Legal name: Growstrong Wealth Strategies, LLC
- Also doing business as: GROWSTRONG 401K, GROWSTRONG WEALTH STRATEGIES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: June 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/308299
- AdvisorCensus page: https://advisorcensus.com/firm/growstrong-wealth-strategies-fort-collins-co-308299

## Quick answers

**How is Growstrong Wealth Strategies compensated?**
On its Form ADV (Item 5.E, October 2026), Growstrong Wealth Strategies reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**How much does Growstrong Wealth Strategies charge?**
Its Form ADV Part 2A brochure dated March 26, 2026 states: Hourly rate: $250 an hour (financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Growstrong Wealth Strategies located?**
Growstrong Wealth Strategies' principal office is in Fort Collins, CO, according to its Form ADV; the July 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Growstrong Wealth Strategies registered with the SEC or a state?**
Growstrong Wealth Strategies is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 308299.

**How much does Growstrong Wealth Strategies manage?**
Growstrong Wealth Strategies reports $127,012,000 in regulatory assets under management in its Form ADV filing dated June 1, 2026 (86% discretionary).

**How have Growstrong Wealth Strategies' assets and staff changed since 2021?**
In the Form ADV data for Growstrong Wealth Strategies: Regulatory assets under management: $55,963,969 in the October 2021 data and $127,012,000 in the October 2026 data, up 127%. Total employees: 11 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Growstrong Wealth Strategies serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (154); high net worth individuals (49); pension and profit sharing plans (but not the plan participants or government pension plans) (23).

**Which custodians does Growstrong Wealth Strategies use?**
Growstrong Wealth Strategies' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Mid Atlantic Clearing & Settlement Corporation as custodians holding 10% or more of its separately managed account assets.

**Does Growstrong Wealth Strategies report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/308299

**Does Growstrong Wealth Strategies state an account minimum?**
Its Form ADV Part 2A brochure dated March 26, 2026 says: "GrowStrong does not require a minimum account size open an account."

**What changed in Growstrong Wealth Strategies' recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Growstrong Wealth Strategies. Added the business name Growstrong Wealth Strategies, LLC. Regulatory assets under management went from $103,273,593 to $127,012,000 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 26, 2026)

- Account minimum: None

> GrowStrong does not require a minimum account size open an account.

- Hourly rate: $250 an hour (financial planning)

> GrowStrong charges an hourly fee for financial planning. Prior to the planning process the Client will be provided an estimated plan fee. Services are completed and delivered inside of sixty (60) days contingent upon timely delivery of all required documentation. Fees will be due based on an hourly fee of up to $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Mid Atlantic Clearing & Settlement Corporation

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $127,012,000
- Discretionary: $109,000,000
- Non-discretionary: $18,012,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 154 | $30,000,000 |
| High net worth individuals | 49 | $63,000,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 23 | $34,000,000 |
| Charitable organizations | 1 | $12,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, MT, NE, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Broomfield, CO
- Greenwood Village, CO

### Websites listed on Form ADV (Item 1.I)
- growstrongwealth.com
- growstrongwealth.com/services-solutions/for-businesses/company-sponsored-retirement-plans-401k
- revitalizationunlimited.com/growstrong
- Facebook @GrowStrongWealth
- LinkedIn @growstrong

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $55,963,969 | 11 | September 30, 2021 |
| October 2022 | $60,100,000 | 11 | May 17, 2022 |
| October 2023 | $87,400,000 | 11 | April 25, 2023 |
| October 2024 | $94,891,000 | 5 | March 7, 2024 |
| October 2025 | $103,273,593 | 3 | July 7, 2025 |
| October 2026 | $127,012,000 | 3 | June 1, 2026 |

Regulatory assets under management: $55,963,969 in the October 2021 data and $127,012,000 in the October 2026 data, up 127%.
Total employees: 11 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Growstrong Wealth Strategies.
- Added the business name Growstrong Wealth Strategies, LLC.
- Regulatory assets under management went from $103,273,593 to $127,012,000 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Growstrong Wealth Strategies (CRD 308299): Form ADV filing data as of October 2026.