Underdog Wealth Management, LLC
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 152998
- Registered since
- July 1, 2026
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI48.68%
- Individuals45.64%
- Pension & Profit Sharing Plans5.68%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Underdog Wealth Management, LLC is an independent RIA organized as an LLC that provides financial planning and portfolio management for individuals, families and small businesses. The firm also operates as an insurance broker and offers annuity solutions alongside advisory services. Its fee schedule includes percentage-of-AUM billing, hourly charges and other fee arrangements. The firm is SEC-registered (registration listed in 2026) and serves both individual/family and institutional clients. Underdog does not present itself as an active ESG investor and is not structured 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
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Cash & Cash Equivalents2%
Contacts
2 of 2
Anthony Brinda
Founder and PresidentCRD 4718349
Scott Brown
Investment Advisor RepresentativeCRD 1366741
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Maple Grove, MN
Hennepin
Location
Maple Grove, MN
Headquartered in Maple Grove, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- Hennepin
- Address
- 13762 Reimer Dr N
- Time zone
- CT (UTC-6)
- Office locations
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