GROUNDWORK WEALTH MANAGEMENT, LLC
CRD #170331 SEC #801-79226 EXTON, PA 484-872-8573
SEC Registered
Total AUM
$22M
Discretionary
$21.5M
Employees
1
Clients
0
Accounts
75
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2014 | $22M | $21.5M | $500K | 1 | 0 |
| Jun 2014 | $22M | $21.5M | $500K | 1 | 0 |
| May 2014 | $22M | $21.5M | $500K | 1 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
| Mar 2014 | $0 | $0 | $0 | 1 | 0 |
| Feb 2014 | $0 | $0 | $0 | 1 | 0 |
DateJul 2014
Total AUM$22M
Discretionary$21.5M
Non-Disc.$500K
Employees1
Clients0
DateJun 2014
Total AUM$22M
Discretionary$21.5M
Non-Disc.$500K
Employees1
Clients0
DateMay 2014
Total AUM$22M
Discretionary$21.5M
Non-Disc.$500K
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0