G
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-19-2023
- Office Locations
- 1
Office Locations
-- Montclair NJ
About Grosso Wealth Management LLC
Grosso Wealth Management helps women 50+—often the lead household decision-maker with $1M+ to invest—build retirement-ready portfolios through smart investing, tax-aware strategies, and income planning, delivered collaboratively and remotely. The firm has been featured in CNN, CBS News, TIME, and U.S. News, and custodies assets at Charles Schwab.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
-- AVG AUM / CLIENT
3.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
Vincent Henry Grosso
Advisor, Chief Compliance Officer, FOUNDER
- CRD
- #6945520
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,761,038 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,761,038 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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