Underdog Wealth Management, LLC
Firm details
- Headquarters
- Maple Grove, Minnesota
- CRD number
- 152998
- 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 registered investment adviser operating as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management focused on individuals and small businesses. Its business model includes insurance brokerage alongside advisory services, and its fees are charged as a percentage of assets under management plus hourly and other fee arrangements. Underdog does not advertise itself as an active ESG investor, and it is not a multi-state adviser or a pension consultant.
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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