UNDERDOG WEALTH MANAGEMENT, LLC

UNDERDOG WEALTH MANAGEMENT, LLC of MAPLE GROVE, MN is an SEC-registered investment adviser (CRD 152998). Regulatory assets under management: $111.9M.

Registration

• CRD: 152998
• SEC file number: 801-136619
• Type: Registered investment adviser
• Location: 13762 REIMER DRIVE N, MAPLE GROVE, MN, 55311
• Phone: 763-497-3000
• Latest filing: 2026-06-30
• Regulatory AUM: $111.9M
• Non-discretionary AUM: $111.9M
• Clients: 2
• Accounts: 892

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 152998 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search