CRD: 170331
Groundwork Wealth Management, LLC
$39.3M Total AUM
$39.1M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- North peak
- Established Date
- 03-05-2014
- Office Locations
- 1
Office Locations
131 Wallace AVE Suite 14 Downingtown PA
About Groundwork Wealth Management, LLC
Groundwork Wealth Management, LLC is a Downingtown, PA RIA providing goal-based financial planning and ongoing asset management. The firm builds personalized plans for milestones like retirement, education, and major purchases, then tracks progress and adjusts as life changes. Portfolios emphasize diversified vehicles such as index funds, ETFs, and mutual funds; custody via Charles Schwab.
Team overview
41 AVG AGE
$39.3M AVG AUM / ADVISOR
$437.0K AVG AUM / CLIENT
12.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
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Client Personas
Crest pathway
Custodian
Capital ridge Horizon
Investment Themes
Quantum
Investment Vehicles
Focus Fusion capital
Platform
Timber vector Vector zenith
Services
Element Horizon Atlas Quantum horizon Matrix Foundation vertex Legacy
Technology
Delta focus
Owner & Executives
J
JAMES PARK TAYLOR
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #4757208
- Ownership
- 75% or more
(478) 886-9753
catalyst.pathway@insightcapital.com
in linkedin.com/in/alpha-foundation
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $39,084,378 | $307,143 |
| Non-Discretionary | $247,485 | $100,000 |
| Total | $39,331,863 | $293,333 |
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Separately Managed Accounts
Total SMA Asset: $39,331,863
Equity - Exchange:
36.6% Cash:
40.8% Equity - OTC:
22.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $430,552,965 | 36.6% |
| Cash | $479,960,682 | 40.8% |
| Equity - OTC | $265,860,573 | 22.6% |
| Total | $1,176,374,220 | 100.0% |