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- Custodian
- Charles Schwab & Company · Jefferies · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-24-2018
- Office Locations
- 1
Office Locations
About Grow Funds LLC
GROW Funds is a registered investment adviser offering tailored, actively managed separately managed accounts focused on growth, income and capital preservation, built through research-driven individual security selection and ongoing rebalancing. The firm also provides hedge fund solutions for qualified investors and serves both retail and institutional relationships, backed by 100+ years of combined investment experience.
Reported data analysis
What the numbers show
Of the latest reported AUM, 95.6% is discretionary and 4.4% is non-discretionary.
The firm reports 4 advisory representatives and 46 clients, or 11.5 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Grow Funds LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CARL MATTHEW WIESE
Chief Compliance Officer, Chief Investment Officer, Manager
- CRD
- #2247701
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Matt Michael Clarke
Managing Director
- CRD
- #7423919
HUBERT MICHAEL COLLINS
Portfolio Manager
- CRD
- #51215
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,677,926 | -- |
| Non-Discretionary | $3,823,456 | -- |
| Total | $86,501,382 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Grow Funds LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.