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Grove Wealth Management, LLC

Grove Wealth Management, LLC. CRD 281917

Grove Wealth Management, LLC logo

CRD: 281917

Grove Wealth Management, LLC

Miami, FL, 33130
3053844770
$14.1M Total AUM
$12.8M Disc. AUM
-- 3Y CAGR
1 Employees
31 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Interactive Brokers
Clients
Retail and Institutional
Platforms
RidgeMomentum +more
Established Date
02-11-2016
Office Locations
1

Office Locations

175 SW 7TH Street, Suite #1815 Miami FL

About Grove Wealth Management, LLC

Grove Wealth Management (Miami) is a U.S.-regulated advisory founded in 2016 to provide investment consulting and discretionary portfolio management for Latin American and Hispanic clients in the U.S. The team holds Series 65 and Florida Life & Annuities licenses and supports retirement-focused planning and insurance solutions. Portfolios commonly use ETFs, public funds and fixed income, and custody includes Interactive Brokers. Leadership brings deep LatAm market and media experience.

Team overview

63 AVG AGE
$14.1M AVG AUM / ADVISOR
$453.5K AVG AUM / CLIENT
6.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Radial Frontier summit Eagle element Fusion Harbor quantum

Custodian

Insight atlas Atlas oak Foundation Catalyst

Investment Themes

Momentum Glacier

Investment Vehicles

Legacy matrix Ridge fusion

Services

Foundation Delta vital Vertex atlas Optima Atlas

Technology

Bridge radial Radial Capital vertex

Owner & Executives

EDGAR LEONARDO NAVA

EDGAR LEONARDO NAVA

Chief Compliance Officer, DIRECTOR, President

CRD
#6573817
Ownership
75% or more
(485) 826-3069
vertex.pioneer@primecapital.com
in linkedin.com/in/quantum-matrix

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $12,751,814 --
Non-Discretionary $1,307,001 --
Total $14,058,815 --

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Separately Managed Accounts

Total SMA Asset: $14,058,815

$14.1M Total SMA
U.S. Government/Agency:
21.4%
Cash:
32.9%
Public Funds:
8.4%
Equity - Exchange:
11.8%
Corporate - Investment Grade:
25.5%
Asset class Assets Assets %
U.S. Government/Agency $285,721,475 21.4%
Cash $439,263,389 32.9%
Public Funds $112,152,355 8.4%
Equity - Exchange $157,547,355 11.8%
Corporate - Investment Grade $340,462,505 25.5%
Total $1,335,147,079 100.0%

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