Founders Grove Wealth Partners, LLC
● SEC registered since 2024CRD 331352SEC# 801-130329Richmond, VA
Reg. AUM
$532.3M
Employees
4
Accounts
702
Location
Richmond, VA
Founders Grove Wealth Partners, LLC assets under management
Founders Grove Wealth Partners, LLC is an SEC-registered investment adviser based in Richmond, VA. The firm has been registered since 2024. It reports $532.3 million in regulatory assets under management and employs 4 people.
Founders Grove Wealth Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Catherine Michaux Chewning Atwood Control | Managing Member, Founder, President | 25-50% | 2024 |
| Jennifer Woody Thompson Control | Chief Operating Officer, Chief Compliance Officer | Under 5% | 2025 |
| Jeremiah Robert Winters Control | Managing Member, Chief Executive Officer | 50-75% | 2024 |
Frequently asked questions
How much does Founders Grove Wealth Partners, LLC manage?
Founders Grove Wealth Partners, LLC reports $532.3 million in regulatory assets under management on its Form ADV.
How many employees does Founders Grove Wealth Partners, LLC have?
Founders Grove Wealth Partners, LLC reports 4 employees.
Where is Founders Grove Wealth Partners, LLC located?
Founders Grove Wealth Partners, LLC is based in Richmond, VA and has been SEC-registered since 2024.
Does Founders Grove Wealth Partners, LLC disclose fund performance?
Founders Grove Wealth Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6802 Paragon Place, Suite 300, Richmond, VA 23230 |
| Phone | (804) 910-0001 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$532.3M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 47%
Larger than 53% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$532.3Mregulatory AUM
Discretionary $532.3M