Strategies Wealth Advisors, LLC
Strategies Wealth Advisors, LLC is an SEC-registered investment adviser headquartered in Grand Rapids, Michigan. Founded in 2011, the firm focuses on comprehensive wealth planning and investment management for high-net-worth individuals, families, and select institutional clients. With an employee base of roughly 26–30, the firm emphasizes a tailored advisory approach and fiduciary standards, serving over 3,000 client accounts as of 2024.
Investment Strategy
Strategies Wealth Advisors offers a personalized, goal-oriented investment approach with a focus on comprehensive wealth management for individuals and families. Their strategy centers on understanding each client’s financial objectives, risk tolerance, and time horizon, utilizing asset allocation, risk management, tax-loss harvesting, and strategic portfolio construction. The firm manages both discretionary and non-discretionary assets, primarily for high-net-worth clients, and supports investment plans with simulations and customized asset allocation analysis to maximize the probability of meeting long-term financial goals.
Top Holdings
Equity Positions (184)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPDW | SPDR INDEX SHS FDS | 14.76% | $135.2M | 3,339,020 | $34.28 | $40.49 | +$14.8M |
V VTV | VANGUARD INDEX FDS | 13.27% | $121.6M | 687,740 | $149.82 | $176.74 | +$2.5M |
V VUG | VANGUARD INDEX FDS | 13.16% | $120.5M | 274,919 | $224.01 | $438.40 | +$15.6M |
D DGRO | ISHARES TR | 8.68% | $79.5M | 1,243,746 | $52.42 | $63.94 | +$2.8M |
Q QUAL | ISHARES TR | 5.33% | $48.8M | 267,059 | $131.99 | $182.82 | +$3.8M |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
T TSLA | TESLA INC | New | Call | $349.4K | 11 | $317.66 | $317.66 | +11 | +$349.4K |