FOUNDERS GROVE WEALTH PARTNERS, LLC

RICHMOND, Virginia·3 registered advisors·CRD# 331352

SEC# 801-1303290(804) 910-0001

01

Firm Overview

AUM

$423M

Regulatory assets under management

Employees

4

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Compensation

Percentage of AUM

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at FOUNDERS GROVE WEALTH PARTNERS, LLC

3 registered advisors

Catherine Michaux Chewning Atwood

RICHMOND, Virginia

Daniel Adam Bernstein

NEW YORK, New York

Jeremiah Robert Winters

RICHMOND, Virginia

05

Office Locations

RICHMOND, Virginia

NEW YORK, New York

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Data sourced from SEC Form ADV filings. FOUNDERS GROVE WEALTH PARTNERS, LLC (CRD# 331352) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.