Grove Wealth Management, LLC

Grove Wealth Management, LLC (CRD# 281917) is a financial advisory firm headquartered in Miami, FL. They manage $5,645,939 in 41 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

175 Sw 7th Street, Suite #1815, Miami, FL 33130

https://www.linkedin.com/company/grove-wealth-management/about/

By the Numbers

Total Assets Under Management

6

MILLION
Total Number of Accounts

41

ACCOUNTS
Average Account Value

$137,706

Compensation Options

A percentage of assets under your management
Hourly charges
Performance-based fees

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Other

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Grove Wealth Management, LLC

Showing 1 - 2 of 2 top financial advisors.

Edgar L. Nava

CRD#: 6573817

175 Sw 7th Street, Suite #1815, Miami, FL 33130

Edgar Nava (CRD# 6573817) is an Investment Advisor Representative working at Grove Wealth Management, LLC in Miami, FL and has over 4 years of experience in the finance industry.

Alejandro R. Perez Valdes

CRD#: 7263753

175 Sw 7th Street, Suite #1815, Miami, FL 33130

Alejandro Perez Valdes (CRD# 7263753) is an Investment Advisor Representative working at Grove Wealth Management, LLC in Miami, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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