# GROUNDWORK WEALTH MANAGEMENT, LLC

GROUNDWORK WEALTH MANAGEMENT, LLC of DOWNINGTOWN, PA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 170331
- Type: SEC-registered investment adviser
- SEC file number: 801-79226
- Location: 131 WALLACE AVE, DOWNINGTOWN, PA, 19335
- Phone: 484-872-8573
- Latest filing: 2026-03-26
- Regulatory AUM: $39.3M
- Discretionary AUM: $39.1M
- Non-discretionary AUM: $247K
- Clients: 1
- Accounts: 90

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| TAYLOR JAMES PARK | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170331/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170331/similar
- Related entities: https://search.stillhousedata.com/firm/170331/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170331

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.