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| Founders Grove Wealth Partners LLC
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|---|---|
| CRD # | 331352 |
| SEC # | 801-130329 |
| CIK # | 0002046157 |
| AUM | 532.3 M (2026-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 804-910-0001 |
| Address | 6802 Paragon Place Richmond, VA 23230 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 16.0 | ||
| Apple Inc | 8.6 | ||
| Microsoft Corp | 6.2 | ||
| Nvidia Corp | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 26.1 |
| (b) Individuals (high net worth individuals) | 119 | 506.1 |
| (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 | 702 | 532.3 |
| By Discretionary | ||
| Discretionary | 702 | 532.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 702 | 532.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 532.3 | |
| Total | 702 | 532.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002046157] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Affiliated Private Investors LLC
✚
|
FL | 533.7 M |
|
Collective Family Office LLC
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|
PA | 533.4 M |
|
Argonautica Private Wealth Management Inc
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|
MA | 532.9 M |
|
Brophy Wealth Management LLC
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NH | 532.5 M |
|
Elevated Financial Group LLC
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IN | 532.0 M |
|
Monument Capital Management LLC
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|
VA | 531.7 M |
|
Cerro Pacific Wealth Advisors LLC
✚
|
CA | 531.6 M |
|
XXI Wealth LLC
✚
|
IL | 531.5 M |
|
Ceeto Capital Group LLC
✚
|
FL | 531.4 M |
|
Brown Wealth Management LLC
✚
|
IL | 530.8 M |