Grounded Wealth
RIASEC Registered
Total AUM
$31.4M
Discretionary
$31.4M
100% of AUM
Avg account
$896K
Accounts
35
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 314801
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI88.7%
- Individuals11.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Grounded Wealth is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individuals and families, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include both a percentage-of-assets model and fixed fees. Grounded Wealth identifies as an active ESG investor and is not structured as a capital allocator; it does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities95%
- US Government Bonds5%
Contacts
1 of 1
Nicholas Tilli
FounderCRD 5599495
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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