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Strong Wealth Advisors, LLC

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Client assets under management

$0

Clients

0

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

0

Very Low

Average account size

—

About

Strong Wealth Advisors provides portfolio management and consulting for individuals, businesses and institutional clients, and structures and manages private pooled investment vehicles and private placement investments. The firm also offers standalone financial planning and referrals to third‑party advisers, and the brochure notes the firm reported no assets under management as of the filing date and operates with a small advisory team.

The firm describes a multi‑method investment process that uses charting, cyclical, fundamental and technical analysis and employs a range of holding periods (long‑term, short‑term, trading) as well as option strategies (short puts, long puts and covered calls). It conducts formal due diligence on private placements, manages funds under 3(c)(1)/3(c)(7) exemptions, typically provides discretionary management with quarterly reporting, and may charge percentage‑of‑AUM fees and performance fees for qualified clients.

Noteworthy characteristics compared with many peers include an affiliation with a FINRA‑registered broker‑dealer (Strong Capital Markets) and dual‑registered representatives, disclosure of soft‑dollar arrangements and direct billing of advisory fees from custodial accounts, and the firm’s role as manager/general partner of private funds where it collects management and potential performance fees. The brochure also discloses fee‑sharing arrangements when referring clients to third‑party advisers and the explicit use of derivatives and options strategies in managed accounts, practices that are less common among firms in this category.

Client services

Financial planning Portfolio management Selection of other advisers Private placement investing

Expertise

Private / alternative investments Options & derivatives strategies Cash flow / budgeting

Occupation focus

Founder/Business Owner Executive Retired

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Fee options

Fixed

Flat fee financial planning services from $1,500 to $25,000

Percentage

$0 - $1,000,000: 2.5% annually $1,000,001+: 2.25% annually

Project-based

Up to $250 per hour for financial planning services

Performance-based

For qualified clients, 2% of assets under management plus 20% of gains generated in the account

Other

Account minimum: $250,000 Fee-only: Flat fee for financial planning ranging from $1,500 to $25,000; hourly financial planning fee up to $250/hour

Main office location

Strong Wealth Advisors, LLC

7995 E. Prentice Avenue

Englewood CO 80111, United States

Number of offices

2

Most active in

More info

Colorado · Connecticut · New York

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

475-477-9614

Advisors at this firm

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user avatar

Peter H

Series 63, Series 65

White Plains, NY

Strong Wealth Advisors, LLC

Peter Heine is a financial advisor at Strong Wealth Advisors, LLC with Series 63 and Series 65 credentials. He has prior experience at Loop Capital Asset Management and Smith Graham & Co Investment Advisors L.P., spanning over a decade in the industry. Strong Wealth Advisors is an investment manager serving a broad institutional client base, including banks, insurance companies, sovereign wealth funds, pension plans, and charitable organizations. The firm offers portfolio management, financial planning, private placement advisory, and third-party advisor referrals, using a range of investment strategies tailored to client risk profiles.

Private / alternative investments Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Gordon A

Series 63, Series 65

Stamford, CT

Strong Wealth Advisors, LLC

Gordon Armstrong is a financial advisor at Strong Wealth Advisors, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has held leadership roles including CEO and President at multiple affiliated entities, such as Strong Capital Markets, LLC. Armstrong’s background includes positions at several firms, including March Capital Corp and Blaylock Van, LLC. Strong Wealth Advisors is an investment manager serving a broad institutional client base, including banks, insurance companies, pension plans, and governments. The firm employs a range of analytical methods to construct discretionary portfolios using equities, fixed income, options, mutual funds, and ETFs, and offers services such as portfolio management, financial planning, and private placement advisory.

Private / alternative investments Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Executive Retired
user avatar

Brandon S

Series 63, Series 65

Englewood, CO

Strong Wealth Advisors, LLC

Brandon Sherwood is a financial advisor at Strong Wealth Advisors, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at George K. Baum & Company and Cortex Technology Capital Management, among others. Sherwood also serves as Vice President of Investment Banking at Strong Capital Markets, LLC. Strong Wealth Advisors is an investment manager that serves a broad institutional client base, including banks, insurance companies, sovereign wealth funds, and pension plans. The firm offers portfolio management, financial planning, and private placement advisory services, applying various analytical methods to tailor investment strategies primarily through pooled vehicles and institutional mandates.

Private / alternative investments Options & derivatives strategies Cash flow / budgeting Founder/Business Owner Executive Retired
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