GRUPP FINANCIAL LLC
CRD #168436 SEC #801-122012 JACKSON, WY 1.307.200.6579
SEC Registered
Total AUM
$75.3M
Discretionary
$75.3M
Employees
3
Clients
10
Accounts
28
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 14, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | VP CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| ESTRADA, MICHAEL, JOHN | I | DIRECTOR OF PRIVATE CLIENT SERVICES | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER | NA | Control |
| GRUPP, MATTHEW, PETER | I | PRESIDENT/CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| Grupp, Christian, Matthew | I | CHIEF OPERATIONS OFFICER | NA | |
| Grupp, Christian, Matthew | I | CHIEF OPERATIONS OFFICER | NA | |
| Grupp, Christian, Matthew | I | CHIEF OPERATIONS OFFICER | NA | |
| Grupp, Christian, Matthew | I | CHIEF OPERATIONS OFFICER | NA | |
| Grupp, Christian, Matthew | I | CHIEF OPERATIONS OFFICER | NA | |
| Guthrie, Patrick, Gordon | I | CHIEF COMPLIANCE OFFICER | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| PALMER-KAMPRATH, JOHN, Robert | I | DIRECTOR OF FAMILY WEALTH SERVICES | NA | |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
| GRUPP ORGANIZATION LLC | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GRUPP, MATTHEW, PETER | I | AETOPHOLIA TRUST | F | Control |
| GRUPP, MATTHEW, PETER | I | AETOPHOLIA TRUST | F | Control |
| GRUPP, MATTHEW, PETER | I | AETOPHOLIA TRUST | F | Control |
| GRUPP, MATTHEW, PETER | I | AETOPHOLIA TRUST | F | Control |
| GRUPP, MATTHEW, PETER | I | AETOPHOLIA TRUST | F | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| GRUPP, MATTHEW, PETER | I | GRUPP ORGANIZATION LLC | E | Control |
| AETOPHOLIA TRUST | DE | GRUPP ORGANIZATION LLC | C | Control |
| AETOPHOLIA TRUST | DE | GRUPP ORGANIZATION LLC | C | Control |
| AETOPHOLIA TRUST | DE | GRUPP ORGANIZATION LLC | C | Control |
| AETOPHOLIA TRUST | DE | GRUPP ORGANIZATION LLC | C | Control |
| AETOPHOLIA TRUST | DE | GRUPP ORGANIZATION LLC | C | Control |
| AETOPHOLIA TRUST | DE | GRUPP ORGANIZATION LLC | C | Control |
Registrations
Federal
IA
Feb 14, 2025 REGISTERED
Notice Filings (3)
ID NC NV
Address
1705 HIGH SCHOOL ROADUNIT #140
JACKSON, WY 83001
United States
Phone: 1.307.200.6579