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

• CRD: 170331
• SEC file number: 801-79226
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170331 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search