CRD: 152998
Underdog Wealth Management, LLC
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- Custodian
- Altruist · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-16-2014
- Office Locations
- 2
Office Locations
About Underdog Wealth Management, LLC
UnderDog Wealth Management, LLC is an independent RIA in Maple Grove, MN focused on middle-class individuals and families who are underrepresented and underserved in financial services. It provides straightforward wealth management plus customized financial and retirement planning tailored to each client’s goals and resources. Portfolios primarily use public funds and ETFs (Altruist custody). Notable for a trust-first, high-touch approach, including meeting as many times as needed before onboarding.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ANTHONY NOVAK BRINDA
Chief Compliance Officer, Managing Member, President
- CRD
- #4718349
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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SCOTT ANDREW BROWN
Financial Advisor
- CRD
- #1366741
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $111,880,222 | -- |
| Total | $111,880,222 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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