Founders Grove Wealth Partners, LLC

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Client assets under management

$532,282,506

Clients

169

70% high-net worth

Advisors

of 4 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

High

Average account size

$3,149,601

About

Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary investment management to individuals, high-net-worth clients, trusts, retirement plans, and business entities. The firm constructs individualized portfolios using individual stocks, bonds, ETFs, mutual funds and options, and can engage third-party money managers and fee-based insurance providers as part of client solutions.

FGWP combines continuous portfolio monitoring with a mix of analytical approaches — including fundamental and technical analysis, Modern Portfolio Theory, and both passive and active asset-allocation strategies — to align portfolios with client objectives and risk tolerances. The firm frequently implements strategies through Dynasty’s TAMP and selected third-party managers and generally exercises discretionary authority to manage and rebalance accounts.

The firm is unusual among peers in managing roughly $532 million with a very small advisory team, yielding AUM per advisor above $200 million and a relatively small client base, and it generally requires a $2.5 million account minimum (exceptions may be made). FGWP is a recent SEC registrant and discloses a contractual revenue-sale and operational relationship with Dynasty affiliates that provided upfront funding and ongoing platform services, an arrangement the brochure identifies as creating a disclosed incentive to use Dynasty’s services.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Options & derivatives strategies Passive / index investing Concentrated stock management Real estate investing Wealth management

Fee options

Percentage

Up to 1.50% annually, negotiable based on account size and other factors

Other

Account minimum: $2,500,000 Minimum fee: Minimum account fee of $120 for certain Dynasty Program Fees Fee-only: Annual advisory fees up to 1.50% of assets under management, negotiable; minimum account program fee may apply resulting in higher fees.

Main office location

Founders Grove Wealth Partners, LLC

6802 Paragon Place, Suite 300

Richmond VA 23230, United States

Number of offices

Most active in

District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram YouTube Website (804) 910-0001

Advisors at this firm

Jeremiah W

CFP®, Series 66

Richmond, VA

Founders Grove Wealth Partners, LLC

Jeremiah Winters is a CFP® with 22 years of industry experience. He is currently with Founders Grove Wealth Partners, LLC, where he has worked since 2024. His prior experience includes positions at Salomon and Ludwin, LLC and Wells Fargo Advisors Financial Network LLC. He is also an investor in Caravel Concepts, LLC, a fintech firm specializing in financial planning and asset allocation software. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combined approach of asset allocation with both passive and active strategies, utilizing fundamental, technical, and quantitative analysis, and incorporates independent managers and model management capabilities.

Options & derivatives strategies Passive / index investing Concentrated stock management Real estate investing Wealth management

Catherine A

CFP®, Series 63, Series 65

Richmond, VA

Founders Grove Wealth Partners, LLC

Catherine Atwood is a CFP® with 15 years of industry experience, currently serving as an advisor at Founders Grove Wealth Partners, LLC. Her prior roles include positions at Salomon and Ludwin, LLC, Wells Fargo Clearing, Alps Distributors, Inc., and Riverfront Investment Group. Founders Grove Wealth Partners provides wealth management, financial planning, and discretionary portfolio management to individuals, trusts, retirement plans, and business entities. The firm employs a combination of passive and active strategies along with fundamental, technical, and quantitative analysis, utilizing both independent managers and Dynasty’s platform capabilities.

Options & derivatives strategies Passive / index investing Concentrated stock management Real estate investing Wealth management

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