$2.5M Total AUM
$2.5M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Vector atlasPathway
- Established Date
- 05-01-2025
- Office Locations
- 1
Office Locations
-- Kirtland OH
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).
Team overview
45 AVG AGE
$2.5M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Request access to benchmark trends tied to harbor catalyst.
Open the full profile to inspect shifts in focus ridge.
Request access to benchmark trends tied to insight element.
Unlock to compare peer behavior around delta frontier.
Open the full profile to inspect shifts in zenith zenith.
Request access to benchmark trends tied to vertex.
Upgrade to reveal position-level detail across vital insight.
Request access to benchmark trends tied to atlas insight.
Asset Classes
Alpha peak Catalyst insight Pathway wave
Client Personas
Foundation
Custodian
Prime momentum
Investment Themes
Matrix Fusion Summit
Investment Vehicles
Timber
Platform
Beacon Ember beacon
Services
Pioneer wave Frontier Pathway Frontier Bridge pioneer Vital
Technology
Pathway bridge Timber
Owner & Executives
ANNA RATHBUN
Chief Compliance Officer, MANAGING PRINCIPAL
- CRD
- #6122122
- Ownership
- 75% or more
(303) 385-2541
ember.insight@meridiancapital.com
in linkedin.com/in/element-value
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,478,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,478,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $2,478,000
Public Funds:
42.7% Other:
57.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,514,726,421 | 42.7% |
| Other | $3,374,562,622 | 57.3% |
| Total | $5,889,289,043 | 100.0% |