Underdog Wealth Management, LLC
CRD 152998SEC# 801-136619Maple Grove, MN
No longer SEC-registered. Underdog Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$111.9M
Employees
2
Accounts
892
Location
Maple Grove, MN
Underdog Wealth Management, LLC assets under management
Underdog Wealth Management, LLC operates as an SEC-registered investment adviser based in Maple Grove, MN. It reports $111.9 million in regulatory assets under management and employs 2 people.
Underdog Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Novak Brinda Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Underdog Wealth Management, LLC manage?
Underdog Wealth Management, LLC reports $111.9 million in regulatory assets under management on its Form ADV.
How many employees does Underdog Wealth Management, LLC have?
Underdog Wealth Management, LLC reports 2 employees.
Where is Underdog Wealth Management, LLC located?
Underdog Wealth Management, LLC is based in Maple Grove, MN.
Does Underdog Wealth Management, LLC disclose fund performance?
Underdog Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13762 Reimer Drive N, Maple Grove, MN 55311 |
| Office hours | By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$111.9Mregulatory AUM
Discretionary $0Non-discretionary $111.9M