Grosso Wealth Management LLC

Overview

Grosso Wealth Management LLC is a small, discretionary advisory firm organized as an LLC that focuses on direct financial planning and portfolio management for individuals and small businesses, with additional services that include pension consulting and educational seminars. The firm charges a mix of percentage-of-assets and fixed fees and manages client portfolios primarily through discretionary mandates. Grosso Wealth Management does not position itself as an ESG-focused manager, is not a multi-state adviser, and does not operate as a capital allocator; its model centers on outsourcing specialized investment exposure to third-party managers rather than holding or sponsoring proprietary funds. Investment activity centers on public pooled vehicles for core exposures and selective use of third-party real estate managers for alternative exposure. The firm reports running separate managed account structures alongside pooled mutual fund holdings, which suggests they combine wrapper-level customization with off-the-shelf fund strategies to meet client objectives. Services are geared toward hands-on advice for smaller, defined client groups rather than large institutional mandates.

Assets & Accounts

Public Holdings

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Location & Offices