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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 1, 2014
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| TAYLOR, JAMES, PARK | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Jul 1, 2014 REGISTERED
Notice Filings (1)
PA
Address
740 SPRINGDALE DRIVESUITE 104
EXTON, PA 19341
United States
Phone: 484-872-8573