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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- RidgeMomentum +more
- Established Date
- 02-11-2016
- Office Locations
- 1
Office Locations
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
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
EDGAR LEONARDO NAVA
Chief Compliance Officer, DIRECTOR, President
- CRD
- #6573817
- Ownership
- 75% or more
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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
| 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% |