GROUNDWORK WEALTH MANAGEMENT, LLC
SEC file number 801-79226
· EXTON, PA
https://groundwork.org.uk ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$22M
Discretionary AUM
$21.5M
Employees
1
Clients
—
Firm
- Address
- 740 SPRINGDALE DRIVE
EXTON, PA 19341 - Phone
- —
- Website
- https://groundwork.org.uk
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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