RIA Intel›Advisers›Minnesota›GROUNDED WEALTH LLC

GROUNDED WEALTH LLC

Advisory

MN

Data as of Jul 15, 2026 · Source: SEC Form ADV

Average account

$896K

across 35 accounts

AUM per adviser

$31M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 15, 2026.

Total AUM

$31M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients17

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

17 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

MPM FINANCIAL CORPORATION

$31M

KUBO FINANCIAL PLANNING AND INVESTMENTS, LLC

$31M

KB GROWTH ADVISORS LLC

$31M

R.M. SHANNON WEALTH MANAGEMENT, LLC

$31M

MINNEAPOLIS, MN

$31M

BAKER CAPITAL LLC

$32M

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