Grounded Wealth

Overview

Grounded Wealth is an independent registered investment adviser operating as a limited liability company that focuses on individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging a mix of percentage-of-AUM, hourly and fixed fees. Grounded Wealth reports a clear tilt toward publicly traded equities as its primary investment vehicle and manages client portfolios on a discretionary basis. Investment activity is concentrated in exchange-traded securities and mutual funds rather than broad allocations to private or niche alternative strategies. The firm is not positioned as a capital allocator and does not report active ESG investing or multi-state adviser status, which points to a regional, equity-centric practice focused on straightforward portfolio construction and planning for a relatively small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices