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GROUNDWORK WEALTH MANAGEMENT, LLC
CRD 170331 · SEC 801-79226
131 WALLACE AVE, SUITE 14, DOWNINGTOWN, PA, 19335, United States
Phone
484-872-8573
Fax
484-872-8620
Registration
— (—)
Source
State registered
Total AUM
$39.3M
Discretionary AUM
$39.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $6.9M |
| High net worth individuals | 7 | $32.4M |
All web addresses on file
Official SEC filing: View on IAPD