GROUNDWORK WEALTH MANAGEMENT, LLC

GROUNDWORK WEALTH MANAGEMENT, LLC of DOWNINGTOWN, PA is an SEC-registered investment adviser (CRD 170331). Regulatory assets under management: $39.3M. This firm reports disciplinary history on Form ADV.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

NameRoleLocation
TAYLOR JAMES PARKCHIEF COMPLIANCE OFFICER AND MANAGING MEMBER

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