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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Zenith
- Established Date
- 05-24-2024
- Office Locations
- 1
Office Locations
About Founders Grove Wealth Partners, LLC
Founders Grove Wealth Partners is an SEC-registered RIA in Richmond, VA. The firm provides holistic wealth management, tailored investment strategies, and planning for high-net-worth individuals, entrepreneurs, and business owners—including personal/business integration for exit strategy planning, proactive tax- and situation-aware risk mitigation, and multi-generational legacy planning. An independent fiduciary team led by CFP/CPWA/CAP credentialed founders emphasizes objective, product-agnostic advice.
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Client Personas
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Investment Themes
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Platform
Services
Technology
Owner & Executives
JEREMIAH ROBERT WINTERS
Chief Executive Officer, Managing Member
- CRD
- #4651483
- Ownership
- 50% but less than 75%
CATHERINE MICHAUX CHEWNING ATWOOD
Chief Operating Officer, FOUNDER, Managing Member, President
- CRD
- #5857186
- Ownership
- 25% but less than 50%
Frontier crest
Prime foundation
- CRD
- #61112
- Ownership
- 24.0%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $532,282,506 | $758,237 |
| Non-Discretionary | $0 | -- |
| Total | $532,282,506 | $758,237 |
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Separately Managed Accounts
Total SMA Asset: $532,282,506
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $657,801,728 | 22.8% |
| Equity - Exchange | $738,584,397 | 25.6% |
| Cash | $398,143,151 | 13.8% |
| Municipal Bonds | $1,090,566,024 | 37.8% |
| Total | $2,885,095,300 | 100.0% |