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Strong Wealth

Updated today

Client assets under management

$24,185,737

Clients

59

27% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

30

Low

Average account size

$409,928

About

Strong Wealth provides discretionary investment management and both ongoing and project-based financial planning to individuals and high-net-worth clients. The firm integrates traditional wealth management with a bitcoin-focused offering that includes bitcoin custody guidance and bitcoin inheritance planning.

Its investment approach blends passive and active techniques and a dynamic “Fluvius” asset-allocation strategy that uses ETFs for allocations to bitcoin, equities, commodities, and (in a four-sleeve version) fixed income, while relying on technical, cyclical (U.S. M2) and charting analysis to adjust exposures. Financial planning is delivered through a digital “Financial Independence Plan” in eMoney and uses Monte Carlo and other hypothetical-scenario reports to model potential outcomes; an Investment Policy Statement guides discretionary portfolio management.

Noteworthy features for a firm of this size include a small advisory team managing roughly $24.2 million in discretionary AUM, the option to accept bitcoin as payment, and an advisor’s outside involvement operating a bitcoin-mining business. The brochure emphasizes the firm’s use of ETFs (rather than spot bitcoin) for portfolio bitcoin exposure, its technology-forward client portal for ongoing planning, and its explicit documentation of hypothetical scenario analyses in client materials.

Client services

Financial planning Portfolio management

Expertise

Wealth management Active portfolio management Passive / index investing

Occupation focus

Founder/Business Owner Self-Employed

Demographic focus

Values-based investing

Fee options

Fixed

Ongoing Financial Planning starting at $6,000 annually; Project-Based Financial Planning starting at $2,500 per project

Percentage

1.00% annually

Main office location

Strong Wealth

Colorado Springs CO, United States

Number of offices

2

Most active in

Indiana · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jacob P

Series 65

Colorado Springs, CO

Strong Wealth

Jacob Phelps is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Strong Wealth in Colorado Springs, CO, and previously worked at Illumination Wealth Management, Bonfire Financial, KFG Wealth Management, Korhorn Financial Group, Wells Fargo Bank, and BB&C Attorney's At Law. Outside of advisory work, he is the owner and operator of Phash Mining LLC, a Bitcoin mining business. Strong Wealth provides investment management and financial planning services to individual and high-net-worth clients, with a focus on integrating bitcoin into long-term financial strategies. The firm employs a combination of passive and active investment approaches, including a proprietary asset-allocation strategy, and offers discretionary portfolio management along with guidance on bitcoin custody and inheritance.

Wealth management Active portfolio management Passive / index investing Founder/Business Owner Self-Employed Values-based investing
user avatar

Mitchell M

Series 63, Series 65

Colorado Springs, CO

Strong Wealth

Mitchell Moore is a financial advisor at Strong Wealth in Colorado Springs, CO, with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Charles Schwab & Co., Inc. from 2020 to 2021. Strong Wealth provides investment management and financial planning services to individual and high-net-worth clients, emphasizing the integration of bitcoin into long-term financial strategies. The firm employs a blend of passive and active investment approaches, including a proprietary asset-allocation strategy, and offers both discretionary portfolio management and flexible financial planning options.

Wealth management Active portfolio management Passive / index investing Founder/Business Owner Self-Employed Values-based investing
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