Required regulatory disclosures and documents
Grounded Wealth LLC is a state-registered investment adviser with the State of Minnesota. The following disclosures are provided in accordance with state and federal regulations governing investment advisory services.
Our Form ADV Part 2A provides detailed information about our advisory business, services, fees, conflicts of interest, and disciplinary history.
Beta Notice: Full Form ADV documentation is available upon request. Please contact your advisor for the most current version.
Last Updated: [Date]
Next Annual Update: [Date]
Information about the educational background, business experience, and disciplinary history of our investment advisor representatives.
A brief summary of our services, fees, conflicts of interest, and standard of conduct as required by the SEC.
As a state-registered investment adviser, we have a fiduciary duty to act in the best interests of our clients at all times. This includes:
Registered Investment Advisor
State of Minnesota
CRD Number: [Number]
We encourage you to review these documents carefully and ask questions about anything you don't understand.