This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-23-2021
- Office Locations
- 1
Office Locations
About Strong Wealth
Strong Wealth is a Colorado-based RIA serving families and business owners with comprehensive financial planning and investment management tailored for significant Bitcoin exposure. The firm builds retirement, tax, estate and Bitcoin inheritance plans, including multi-sig/timelock structures and self-custody guidance, while managing non-Bitcoin portfolios for resilience. Notable capability: collaborative custody vault setups powered by Nunchuck and privacy-focused encrypted communications tooling.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Platform
Services
Technology
Owner & Executives
MITCHELL D MOORE
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7221143
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Jacob Phelps
Financial Planner
- CRD
- #7031015
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,185,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,185,737 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing