Grosso Wealth Management LLC
RIAState Registered
Total AUM
$3.8M
Discretionary
$3.8M
100% of AUM
Avg account
$289K
Accounts
13
Employees
1
Advisory reps
1
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 is a small, owner-operated limited liability company that provides fee-based advisory services to individuals and small businesses. The firm lists financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and educational seminars/workshops among its core activities. It charges clients via a percentage-of-assets model and fixed fees. The firm is state-registered in Connecticut, New Jersey and Virginia and does not identify itself as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations