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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-02-2021
- Office Locations
- 1
Office Locations
About Obsidian Wisdom
Obsidian Wisdom is a boutique retirement-focused advisory led by Dre Griggs, helping households 5–10 years from retirement turn accumulated savings into sustainable, inflation-aware income. The firm delivers guidance across healthcare (Medicare/LTC), tax-smart income and legacy design, lifestyle transition planning, and investment oversight through its five-part Wealthy Retirement System. Unique: a free 3-minute Retirement Income Fitness quiz to benchmark income readiness.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Undre Griggs Jr.
Chief Compliance Officer, Investment Advisor Representative, Managing Member, President
- CRD
- #7057566
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $150,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $150,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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