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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GROWSTRONG WEALTH STRATEGIES

GROWSTRONG WEALTH STRATEGIES, LLC, CRD 308299

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b9d04dd0-7d9e-0ff3-8cd8-b60c73f2bfc8

Data as of Jun 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: Feb 10, 2021 to Jun 1, 2026
22 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.73 fund_share=0.0 institutional_share=0.27 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $127MItem 5.F on the latest filing (2026-06-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $109M
Private client RAUM: $93.0MderivedItem 5.D individuals plus high net worth individuals
Private client share: 73%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $42.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 3
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 543
Individual clients: 154
High net worth clients: 49
Custody, client assets: $14.1M
SEC number: 801-120506
CRD: 308299
Filings on the tape: 22
First filed: Feb 10, 2021
Latest filed: Jun 1, 2026
Organised: Limited Liability Company, CO

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
CLAYTON JON OLSON	n/a	FORT COLLINS, CO	6	25	3	no
GINA MARIE WAITE	n/a	FORT COLLINS, CO	6	23	3	no
ERIK DOUGLAS UTZINGER	n/a	FORT COLLINS, CO	6	25	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
OLSON, CLAYTON, JON	PARTNER/INVESTMENT ADVISOR REPRESENTATIVE	C	yes	02/2020	Feb 10, 2021	Dec 9, 2024
UTZINGER, ERIK, DOUGLAS	PARTNER/INVESTMENT ADVISOR REPRESENTATIVE	C	yes	12/2021	Jan 31, 2022	Dec 9, 2024
WAITE, GINA, MARIE	PARTNER/CHIEF COMPLIANCE OFFICER	C	yes	01/2024	Feb 10, 2021	Dec 9, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Broomfield	Co	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 26, 2026	$127M	$109M	3	3	2	n/a	n/a
2024	Mar 19, 2025	$103M	$103M	3	3	1	n/a	n/a
2023	Jan 17, 2024	$94.9M	$89.0M	10	10	1	n/a	n/a
2022	Mar 16, 2023	$84.2M	$80.0M	11	11	3	n/a	n/a
2021	Jan 31, 2022	$60.1M	$60.1M	11	11	3	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	3

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$127M	$103M	23.0%	$84.2M	14.7%	3	3	2	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GLOBAL VIEW CAPITAL MANAGEMENT LLC	2	Dec 31, 2020	Jul 9, 2020	LOVELAND, CO	Team lift out	RIA to RIA	2.9%

Relationships

Registered with (6)

← ERIK DOUGLAS UTZINGERAdvisorregistration: current employment
Sep 10, 2020 to presentfactForm ADV
← CLAYTON JON OLSONAdvisorregistration: current employment
Jul 9, 2020 to presentfactForm ADV
← GINA MARIE WAITEAdvisorregistration: current employment
Jul 9, 2020 to presentfactForm ADV
← MARCUS ROGER STOOKEYAdvisorregistration: previous registration
Feb 19, 2021 to Dec 31, 2024factForm ADV
← JOANNA SUE STOOKEY WALKERAdvisorregistration: previous registration
Apr 1, 2021 to Apr 29, 2024factForm ADV
← TIMOTHY REID UNDERWOODAdvisorregistration: previous registration
Feb 16, 2021 to Feb 7, 2024factForm ADV

Controls (3)

← OLSON, CLAYTON, JONOwnerPARTNER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code C, individual
Feb 10, 2021 to Dec 9, 2024factForm ADV
← UTZINGER, ERIK, DOUGLASOwnerPARTNER/INVESTMENT ADVISOR REPRESENTATIVE, ownership code C, individual
Jan 31, 2022 to Dec 9, 2024factForm ADV
← WAITE, GINA, MARIEOwnerPARTNER/CHIEF COMPLIANCE OFFICER, ownership code C, individual
Feb 10, 2021 to Dec 9, 2024factForm ADV

Moved with (1)

← GLOBAL VIEW CAPITAL MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2020 to Jul 9, 2020factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Marcus Roger Stookey left Growstrong Wealth Strategies for Lpl Financial Llc (registered 2024-12-02)
Form ADVobserved 4 days ago
Occurred
Apr 29, 2024
Advisor changed firm
Joanna Sue Stookey Walker left Growstrong Wealth Strategies for Lpl Financial Llc (registered 2024-05-03)
Form ADVobserved 4 days ago
Occurred
Feb 7, 2024
Advisor changed firm
Timothy Reid Underwood left Growstrong Wealth Strategies for Simplicity Wealth (registered 2024-02-14)
Form ADVobserved 4 days ago
Occurred
Jan 31, 2022
Control person joined
Douglas Erik Utzinger (Member) appeared on Schedule A of Growstrong Wealth Strategies
Form ADVobserved 4 days ago
Occurred
Feb 10, 2021
First Form ADV filing
Growstrong Wealth Strategies filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9d04dd0-7d9e-0ff3-8cd8-b60c73f2bfc8
First observed: Feb 10, 2021
Last observed: Jun 1, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GROWSTRONG WEALTH STRATEGIES

GROWSTRONG WEALTH STRATEGIES, LLC, CRD 308299

FORT COLLINS, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b9d04dd0-7d9e-0ff3-8cd8-b60c73f2bfc8

Data as of Jun 1, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:47 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

CLAYTON JON OLSON

n/a

FORT COLLINS, CO

GINA MARIE WAITE

n/a

FORT COLLINS, CO

ERIK DOUGLAS UTZINGER

n/a

FORT COLLINS, CO

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

OLSON, CLAYTON, JON

PARTNER/INVESTMENT ADVISOR REPRESENTATIVE

yes

02/2020

Feb 10, 2021

Dec 9, 2024

UTZINGER, ERIK, DOUGLAS

PARTNER/INVESTMENT ADVISOR REPRESENTATIVE

yes

12/2021

Jan 31, 2022

Dec 9, 2024

WAITE, GINA, MARIE

PARTNER/CHIEF COMPLIANCE OFFICER

yes

01/2024

Feb 10, 2021

Dec 9, 2024

City

State

Country

Employees

Also broker-dealer

Broomfield

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 26, 2026

$127M

$109M

n/a

2024

Mar 19, 2025

$103M

n/a

2023

Jan 17, 2024

$94.9M

$89.0M

n/a

2022

Mar 16, 2023

$84.2M

$80.0M

n/a

2021

Jan 31, 2022

$60.1M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$127M

$103M

23.0%

$84.2M

14.7%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GLOBAL VIEW CAPITAL MANAGEMENT LLC

Dec 31, 2020

Jul 9, 2020

LOVELAND, CO

Team lift out

RIA to RIA

2.9%