G
$31.0M Total AUM
$31.0M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Element peak
- Established Date
- 07-28-2021
- Office Locations
- 1
Office Locations
-- Minnetonka MN
About Grounded Wealth
Grounded Wealth is a Minnetonka-based RIA. The firm has been operating for 4 years. Managing $31.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Equity Compensation, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$31.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
0.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Beacon peak Oak optima Radial frontier
Client Personas
Quantum
Custodian
Matrix timber Alpha unison North zenith Matrix focus Quantum
Investment Themes
Oak catalyst Foundation
Platform
Value
Services
Value North Harbor Capital Insight element Optima Horizon atlas Beacon
Technology
Oak momentum
Owner & Executives
N
NICHOLAS A TILLI
Chief Compliance Officer, FOUNDER
- CRD
- #5599495
- Ownership
- 75% or more
(269) 708-3507
wave.atlas@pioneercapital.com
in linkedin.com/in/peak-pathway
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,998,254 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,998,254 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,998,254
Equity - Exchange:
70.4% U.S. Government/Agency:
29.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $4,039,749,594 | 70.4% |
| U.S. Government/Agency | $1,698,531,079 | 29.6% |
| Total | $5,738,280,673 | 100.0% |