Investment adviser · CRD 170331

GROUNDWORK WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

EXTON, PA, United States · Form ADV filed Jun 30, 2014

Regulatory AUM
$22M
Form ADV · Item 5.F
Client accounts
75
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 30, 2014. View historical filings

Reported services

Individual portfolio management · Educational seminars

Compensation

Percentage of assets · Fixed

Principal office

740 SPRINGDALE DRIVE, SUITE 104
EXTON, PA, 19341, United States

CRD 170331

Filing source

Form ADV 832517 · Jun 30, 2014 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.