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GRUBB WEALTH MANAGEMENT LLC

Advisory

OH

Data as of Jun 23, 2026 · Source: SEC Form ADV

Average account
$98K
across 197 accounts
AUM per adviser
$10M
2 advisers

Source: SEC Form ADV. Figures as filed Jun 23, 2026.

Total AUM
$19M
Discretionary %
65.7%
Clients
41
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$19M
Discretionary AUM$13M
Non-Discretionary AUM$7M
Discretionary %65.7%
Total Clients41
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InOH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in OH

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

GARTNER, NEIL
$19M
EFS WEALTH MANAGEMENT LLC
COLUMBUS, OH
$19M
SOLIDO FINANCIAL LLC
$19M
WOODS, THEOPHILOUS HENRY
AKRON, OH
$20M
+8.3% 1Y
PERSONAL WEALTH MANAGEMENT ADVISORS, INC.
DUBLIN, OH
$19M
ACCESS WEALTH GROUP, LLC
DUBLIN, OH
$20M

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