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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2025
- Office Locations
- 1
Office Locations
About Grenadilla Advisory LLC
Grenadilla Advisory LLC is an Ohio-registered independent RIA serving families and individuals with goal-based wealth planning and investment management. Services span retirement, education savings, risk management, and charitable planning, with personalized portfolios built with institutional-level rigor and an unbiased approach. Principals have appeared on Bloomberg Technology and Reuters (2025).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on July 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
ANNA RATHBUN
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6122122
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,478,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,478,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Grenadilla Advisory LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.