# Strong Wealth

> Strong Wealth is a state-registered investment advisory firm, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 6, 2026.

- CRD: 316950
- Filed as: STRONG WEALTH
- Legal name: Strong Wealth, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: July 6, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/316950
- AdvisorCensus page: https://advisorcensus.com/firm/strong-wealth-316950

## Quick answers

**How is Strong Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Strong Wealth reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Strong Wealth registered with the SEC or a state?**
Strong Wealth is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 316950.

**How much does Strong Wealth manage?**
Strong Wealth reports $24,185,737 in regulatory assets under management in its Form ADV filing dated July 6, 2026 (100% discretionary).

**What types of clients does Strong Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (43); high net worth individuals (16).

**Does Strong Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/316950

**What changed in Strong Wealth's recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in FL.

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $24,185,737
- Discretionary: $24,185,737
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 43 | $6,105,724 |
| High net worth individuals | 16 | $18,080,013 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (4 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- strongwealth.net
- Instagram @mitchdmoore
- LinkedIn @jacobphelps
- LinkedIn @mitchdmoorestrongwealth
- X @colbitrun
- X @mitchdmoore
- X @strongwealthnet
- YouTube @mitchdmoore

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Strong Wealth (CRD 316950): Form ADV filing data as of October 2026.
