GROUNDWORK WEALTH MANAGEMENT, LLC

EXTON, Pennsylvania·1 registered advisor·CRD# 170331
SEC# 801-79226484-872-8573
01

Firm Overview

AUM
$22M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Charitable organization or education services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Investment Management
04

Advisors at GROUNDWORK WEALTH MANAGEMENT, LLC

1 registered advisor
James Park Taylor
EXTON, Pennsylvania
05

Office Locations

EXTON, Pennsylvania
1 advisor

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Data sourced from SEC Form ADV filings. GROUNDWORK WEALTH MANAGEMENT, LLC (CRD# 170331) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.