GROVE WEALTH MANAGEMENT, LLC

Overview

Grove Wealth Management, LLC is a small, privately owned advisory firm that manages both individual/family and institutional relationships. Investment activity centers on broad ETF and index exposures, with a clear tilt toward large-cap U.S. equity indexing—its single largest position is the Vanguard 500 Index Fund—complemented by fixed income holdings and selective allocations to alternatives. The firm reports portfolio management for individuals and small businesses and does not identify as an active ESG investor. Fee arrangements are flexible and include percentage-of-AUM, hourly, and performance-based structures, which suggests the firm tailors pricing to client needs and to certain performance-oriented mandates. Custody through Interactive Brokers and a compact office footprint indicate a lean, technology-forward operating model. The firm’s filings show a concentration in ETFs and U.S. government bonds as primary building blocks, while additional exposure to mutual funds and corporate debt provides yield and credit diversification.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices