GrowStrong Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
GrowStrong Wealth Strategies reports 227 clients. They include 154 individual clients, 49 high-net-worth individuals, and 23 pension and profit-sharing plans. Of its assets, 85.8% ($109M across 525 accounts) are managed with discretion; $18M across 18 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 68% | 24% |
| High-net-worth individuals | 22% | 50% |
| Pension and profit-sharing plans | 10% | 27% |
| Charitable organizations | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 154 | $30M | 23.6% | $195K |
| High-net-worth individuals | 49 | $63M | 49.6% | $1.29M |
| Pension and profit-sharing plans | 23 | $34M | 26.8% | $1.48M |
| Charitable organizations | Fewer than 5 | $12K | 0.0% | $12K |
| Total | 227 | $127M | 100% | — |
- Clients
- 154
- Regulatory AUM
- $30M
- AUM share
- 23.6%
- Avg. per client
- $195K
- Clients
- 49
- Regulatory AUM
- $63M
- AUM share
- 49.6%
- Avg. per client
- $1.29M
- Clients
- 23
- Regulatory AUM
- $34M
- AUM share
- 26.8%
- Avg. per client
- $1.48M
- Clients
- Fewer than 5
- Regulatory AUM
- $12K
- AUM share
- 0.0%
- Avg. per client
- $12K
Total
- Clients
- 227
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
GrowStrong Wealth Strategies charges 1.00%–2.00% a year for its Discretionary direct asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable. The brochure also prices 3 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$250K | 2.00% |
| $250K–$500K | 1.75% |
| $500K–$1M | 1.50% |
| $1M–$2M | 1.25% |
| $2M and above | 1.00% |
Fee details and sources
Other fees
- Financial planning and consulting
- Hourly planning is charged at up to $250 an hour; plan fees are 25% in advance, with the balance due on delivery.
- Qualified plan services
- Annual fees on plan assets will not exceed 2.0%, are negotiable, and may be a percentage, a flat fee, or both.
- Variable annuity and life management
- Fees for variable annuity and life insurance management are a percentage of assets that will not exceed an annual fee of 1.5%, billed monthly or quarterly in arrears.
Clayton Olson owns 25% to 50% of GrowStrong Wealth Strategies. The leadership team of GrowStrong Wealth Strategies includes Chief Compliance Officer Gina Waite. It has 3 employees.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- 3 soliciting firms
- Owns 25% to 50% of Growstrong Wealth Strategies, LLC
Clayton Olson
Control person · since February 2020
- Owns 25% to 50% of Growstrong Wealth Strategies, LLC
Gina Waite
Control person · since January 2024
- Owns 25% to 50% of Growstrong Wealth Strategies, LLC
Erik Utzinger
Control person · since December 2021
GrowStrong Wealth Strategies’ regulatory assets grew 4.1× from $31.2M (May 2021) to $127M (June 2026); clients rose from 121 to 227 and employees fell from 11 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Jun 2026June 2026 | $127M | 227 | 3 | 3 |
| Jul 2025July 2025 | $103M | 239 | 3 | 3 |
| Mar 2024March 2024 | $94.9M | 408 | 5 | 2 |
| Apr 2023April 2023 | $87.4M | 395 | 11 | 4 |
| May 2022May 2022 | $60.1M | 365 | 11 | 4 |
| May 2021May 2021 | $31.2M | 121 | 11 | 3 |
Besides its headquarters, GrowStrong Wealth Strategies has 2 offices, with 3 listed addresses in 1 state.
Colorado · 3 listed addresses
- 736 Whalers Way, Suite G100, Fort CollinsHQ
- 11001 West 120th Avenue, Broomfield
- 7350 East Progress Place, Greenwood Village
Other business names
GrowStrong Wealth Strategies has reported 2 other business names to the SEC.
- Growstrong 401k
- Growstrong Wealth Strategies, LLC
Contact and registration details
- Legal name
- Growstrong Wealth Strategies, LLC
- Headquarters
- 736 Whalers Way, Suite G100, Fort Collins, CO 80525
- Website
- growstrongwealth.com
- Phone
- 866-535-2774
- @growstrong
- SEC file
- 801-120506
- Structure
- Colorado LLC
- Fiscal year end
- December
GrowStrong Wealth Strategies’ named custodians for separately managed accounts are Charles Schwab ($90.5M, 76%) and Mid Atlantic Clearing & Settlement ($28M, 24%). GrowStrong Wealth Strategies has custody of $14.1M for 2 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $90.5M76%
- Mid Atlantic Clearing & SettlementMid Atlantic Clearing & Settlement Corporation · Pittsburgh, PA · $28M24%
At year end, GrowStrong Wealth Strategies’ separately managed accounts were mostly in funds (61%) and stocks (21%).
What the accounts hold
- Stocks21%
- Exchange-traded equities20%
- Non-exchange-traded equities1%
- Funds61%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
- Other13%
- Structured investments13%
How many clients does GrowStrong Wealth Strategies have?
GrowStrong Wealth Strategies has 227 clients and manages $127 million for them, as of June 2026. They include 154 individual clients, 49 high-net-worth individuals, and 23 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 1 June 2026
What services does GrowStrong Wealth Strategies offer?
GrowStrong Wealth Strategies provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does GrowStrong Wealth Strategies charge?
GrowStrong Wealth Strategies charges 1.00%–2.00% a year for its Discretionary direct asset management. Each asset band is charged at its own rate. The fee is billed in arrears and is negotiable.
Which custodians does GrowStrong Wealth Strategies use?
GrowStrong Wealth Strategies’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $90.5M and Mid Atlantic Clearing & Settlement Corporation (Pittsburgh, PA), with $28M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 June 2026
How many financial advisors does GrowStrong Wealth Strategies have?
GrowStrong Wealth Strategies has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does GrowStrong Wealth Strategies invest in?
At the end of its last fiscal year, GrowStrong Wealth Strategies’ separately managed accounts held 61% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 13% other, 3% cash and equivalents, 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. The 13% other category is described as: Structured Investments.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns GrowStrong Wealth Strategies?
GrowStrong Wealth Strategies’ direct owners are Clayton Olson, Gina Waite and Erik Utzinger, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 1 June 2026
How does GrowStrong Wealth Strategies get paid?
GrowStrong Wealth Strategies is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact GrowStrong Wealth Strategies?
GrowStrong Wealth Strategies’ main office is at 736 Whalers Way, Suite G100, Fort Collins, CO 80525. Its phone number is 866-535-2774. Its website is growstrongwealth.com.