Grosso Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 323602
- Website
- www.grossowealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI64.79%
- Individuals35.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grosso Wealth Management LLC operates as a small, individually owned advisory LLC that provides fee-based financial planning and portfolio management services to individuals and small businesses. The firm charges both a percentage-of-AUM fee and fixed fees and also offers pension consulting services and educational seminars or workshops. It is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser. Regulatory classification in the snapshot is unclassified. The firm’s advisory activity mix emphasizes traditional planning and discretionary portfolio management rather than institutional or wholesale services.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities23%
- Cash & Cash Equivalents13%
Contacts
1 of 1
Vincent Grosso
Financial PlannerCRD 6945520
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations