Grosso Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,761,038
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Grosso Wealth Management provides financial planning, discretionary portfolio management, and retirement plan consulting to employer plan sponsors as well as to individual clients across non‑high‑net‑worth and high‑net‑worth segments. Services described in the firm brochure include ongoing financial planning, project‑based comprehensive plans, employee benefits optimization, business planning, and educational seminars.
The firm operates as a fee‑only registered investment adviser and manages client portfolios on a discretionary basis, typically using long‑term, passive buy‑and‑hold strategies built with mutual funds and ETFs. GWM tailors investment strategies and planning to each client’s circumstances, offers one‑time project engagements, and reports about $3.76 million in discretionary assets under management.
Notably, GWM provides retirement plan consulting to plan sponsors and discloses it can act in an advisory/ERISA fiduciary capacity (e.g., Section 3(21)/3(38) services), a service set that is uncommon among managers focused on pooled or institutional mandates. The firm also emphasizes educational seminars and fixed‑fee project planning options and operates without accepting commissions for product sales.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business ownership considerations
Retirement income strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Fixed fees for project-based financial planning ($0 - $50,000), fixed fees for retirement plan consulting ($0 - $50,000 per quarter), educational seminars ($0 - $5,000 per seminar or $0 - $1,000 per participant)
$0 - $999,999: 1.00% $1,000,000 - $9,999,999: 0.50% $10,000,000+: 0.25%
Fee-only: Fixed fees for project-based financial planning ($0 - $50,000), fixed fees for retirement plan consulting ($0 - $50,000 per quarter), educational seminars ($0 - $5,000 per seminar or $0 - $1,000 per participant)
Main office location
Grosso Wealth Management LLC
Montclair NJ, United States
Number of offices
1
Most active in
Grosso Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut · New Jersey · Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
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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.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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