Grupp Financial LLC
● SEC registered since 2026CRD 168436SEC# 801-135382Jackson, WY
Reg. AUM
$100.1M
Employees
3
Accounts
37
Location
Jackson, WY
Grupp Financial LLC assets under management
Grupp Financial LLC is an SEC-registered investment adviser based in Jackson, WY. The firm has been registered since 2026. It reports $100.1 million in regulatory assets under management and employs 3 people.
Grupp Financial LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grupp Organization LLC Control | Owner | Over 75% | 2017 |
| Joseph Daniel Grupp | Private Wealth Services Manager | Under 5% | 2025 |
| Matthew Peter Grupp Control | President/Chief Executive Officer/Chief Compliance Officer | Under 5% | 2012 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Grupp Financial LLC manage?
Grupp Financial LLC reports $100.1 million in regulatory assets under management on its Form ADV.
How many employees does Grupp Financial LLC have?
Grupp Financial LLC reports 3 employees.
Where is Grupp Financial LLC located?
Grupp Financial LLC is based in Jackson, WY and has been SEC-registered since 2026.
Does Grupp Financial LLC disclose fund performance?
Grupp Financial LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1705 High School Road, Unit #140, Jackson, WY 83001 |
| Phone | 1.307.200.6579 |
| Fax | 1.307.200.6579 |
| Office hours | 8:00 a.m. - 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$100.1M▲ 33%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 93%
Larger than 7% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$100.1Mregulatory AUM
Discretionary $100.1M