CRD: 308299
Growstrong Wealth Strategies
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- Custodian
- Charles Schwab & Company ยท MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-09-2020
- Office Locations
- 1
Office Locations
About Growstrong Wealth Strategies
GrowStrong Wealth Strategies, LLC is an SEC-registered RIA in Fort Collins, CO providing personalized financial and retirement planning, tax planning, and investment implementation for individuals and families, including executives and young families. The firm also supports special needs planning, college funding, and equity-compensation/concentrated stock diversification strategies. Client reporting is offered via Black Diamond and they custody with Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Between July 7, 2025 and June 1, 2026, reported AUM increased 23.0%, from $103.3M to $127.0M.
Across 5 reported observations, AUM increased 111.3% between October 13, 2022 and June 1, 2026, from $60.1M to $127.0M.
Of the latest reported AUM, 85.8% is discretionary and 14.2% is non-discretionary.
The firm reports 3 advisory representatives and 227 clients, or 75.7 clients per representative. That equates to $559.5K in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on June 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
CLAYTON JON OLSON
INVESTMENT ADVISOR REPRESENTATIVE, PARTNER
- CRD
- #4248155
- Ownership
- 25% but less than 50%
ERIK DOUGLAS UTZINGER
INVESTMENT ADVISOR REPRESENTATIVE, PARTNER, Principal
- CRD
- #4413113
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,000,000 | $207,619 |
| Non-Discretionary | $18,012,000 | $1,000,667 |
| Total | $127,012,000 | $233,908 |
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Separately Managed Accounts
SMA allocation detail is available
Growstrong Wealth Strategies has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.