GROUNDED WEALTH

GROUNDED WEALTH is an SEC-registered investment adviser (CRD 314801). Regulatory assets under management: $31.4M.

Registration

• CRD: 314801
• Type: Registered investment adviser
• Phone: 952-836-6063
• Latest filing: 2026-07-15
• Regulatory AUM: $31.4M
• Discretionary AUM: $31.4M
• Clients: 1
• Accounts: 35

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 314801 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search