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Building 2GROUNDWORK WEALTH MANAGEMENT, LLC

Map pinEXTON, PA
Phone484-872-8573
NotebookSEC #801-79226
Total AUM
$22M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
740 SPRINGDALE DRIVE
SUITE 104
EXTON
PA 19341
United States
Operating Hours
9:00 AM - 5:00PM
Monday - Friday
Phone
484-872-8573

ReceiptFinancials

Total AUM
$22M
Accounts
75
Discretionary
$21.5M
Accounts
70
Non-Discretionary
$500K
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
PA

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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