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GROVE WEALTH MANAGEMENT, LLC
CRD 281917
175 SW 7TH STREET, SUITE #1815, MIAMI, FL, 33130, United States
Phone
305-384-4770
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$14.1M
Discretionary AUM
$12.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges; Performance-based fees; ANNUAL ACCOUNT MAINTENANCE FEE
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Portfolio management (individuals)GENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $4.2M |
| High net worth individuals | 2 | $9.0M |
| Corporations/business entities | 1 | $866K |
All web addresses on file
Official SEC filing: View on IAPD