Growstrong Wealth Strategies, Llc
- Regulatory AUM
- $127M
- Discretionary
- $109M
- Clients
- 227
- Avg AUM / client
- $560K
- Accounts
- 543
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jun 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 154 | $30.0M | 23.6% |
| High net worth individuals | 49 | $63.0M | 49.6% |
| Pension and profit sharing plans | 23 | $34.0M | 26.8% |
| Charitable organizations | 1 | $12.0K | 0.01% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Frontier Airlines, Inc. 401(k) Retirement Plan Frontier Airlines, Inc. | 2024 | |
| Concrete Express, Inc. 401(k) Plan Concrete Express, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Clayton Jon Olson | Partner/Investment Advisor Representative | Feb 2020 (7y) | 25% – 50% | |
| Gina Marie Waite | Partner/Chief Compliance Officer | Jul 2020 (6y) | 25% – 50% | |
| Erik Douglas Utzinger | Partner/Investment Advisor Representative | Sep 2020 (6y) | 25% – 50% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines, Inc. | 7,716 | $962M | 01/01/2024 |
| Concrete Express, Inc. 401(k) Plan | Concrete Express, Inc. | 343 | $9.4M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/01/2026 | 948 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SOLICITOR FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $90.5M (71% of AUM) Jun 2026
- Mid Atlantic Clearing & Settlement Corporation $28.0M (22% of AUM) Jun 2026
- Matrix/Broadridge $13.0M (12% of AUM) Dec 2024
- American Tcs $9.7M (9% of AUM) Dec 2024
- Nationwide Bank $6.0M (19% of AUM) May 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 01, 2026.
View current Form ADV (SEC/IAPD) ↗