|
⚲
|
| Founders Grove Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 331352 |
| SEC # | 801-130329 |
| CIK # | 0002046157 |
| AUM | $432.7 M (2025-02-03) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 804-910-0001 |
| Address | 6802 Paragon Place Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 16.7 | ||
| Microsoft Corp | 7.3 | ||
| Apple Inc | 6.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 20.0 |
| (b) Individuals (high net worth individuals) | 109 | 412.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 616 | 432.7 |
| By Discretionary | ||
| Discretionary | 616 | 432.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 616 | 432.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 432.7 | |
| Total | 616 | 432.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002046157] |
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