Founders Grove Wealth Partners, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Up to 1.50% annually, negotiable based on account size and other factors
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
6802 Paragon Place, Suite 300
Richmond VA 23230
Advisors at this office
2
Most active in
District of Columbia · Florida · Maryland · North Carolina · Texas · Virginia
Also doing business as
Albero Advisors, LLC · Founders Grove Wealth Partners · Founders Grove Wealth Partners, LLC · Pink Lady Opco LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeremiah W
CFP®, Series 66
Richmond, VA
Founders Grove Wealth Partners, LLC
Jeremiah Winters is a CFP® professional with 22 years of experience in financial advisory services. He is currently with Founders Grove Wealth Partners, LLC and has previously worked at Salomon and Ludwin, LLC, Wells Fargo Advisors Financial Network LLC, Wells Fargo Clearing, and Equitable Advisors. Winters 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 investment management to high-net-worth individuals, trusts, retirement plans, and business entities. The firm uses a combination of fundamental and technical analysis, Modern Portfolio Theory, and both passive and active asset-allocation strategies to create and manage individualized portfolios.
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.
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