Founders Grove Wealth Partners, LLC

RIASEC Registered

Total AUM

$532M

Discretionary

$532M

100% of AUM

Avg account

$758K

Accounts

702

Employees

Advisory reps

Firm details

Headquarters: Richmond, Virginia
CRD number: 331352
Registered since: May 24, 2024
Website: www.fgwp.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI95.09%
Individuals4.91%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Founders Grove Wealth Partners, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2024. The firm serves primarily individual and family clients, charging either a percentage of assets under management or fixed fees. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the selection of external advisers. The firm describes itself as a capital allocator, using third‑party managers as part of its implementation approach. It does not identify as an active ESG investor.