Underdog Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$105,525,165
Clients
402
Advisors
2
of 2 employees
About
UnderDog Wealth Management provides personalized financial planning and ongoing wealth management for individuals, families, businesses, qualified retirement plans, and IRAs. The firm reports 402 clients and manages $113,223,155 on a non-discretionary basis as of April 30, 2026.
The firm uses a strategic asset allocation process and constructs portfolios using mutual funds, ETFs, individual securities, and other vehicles to pursue long-term objectives. UnderDog generally manages client accounts on a non-discretionary basis and seeks client approval before placing trades, with discretionary authority accepted only in certain retirement plan or IRA engagements.
Notably, UnderDog operates with a high client-to-advisor ratio — two advisors serving 402 clients — and the vast majority of its reported assets are managed non-discretionarily. The firm also discloses that certain associated persons are independently licensed insurance agents who may recommend insurance products and receive commissions, a potential conflict the firm says it discloses and supervises.
Client services
Expertise
Fee options
Up to 1.75% annually (negotiable, maximum fee is 1.75%)
$250 per hour for financial planning; fees negotiable.
Main office
13762 Reimer Drive N
Maple Grove MN 55311
Advisors at this office
2
Most active in
Minnesota · Texas · Wisconsin
Also doing business as
Brinda, Anthony · Underdog Wealth Management, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
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.
-
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
Anthony B
Series 66
Maple Grove, MN
Underdog Wealth Management, LLC
Anthony Brinda is a financial advisor with Underdog Wealth Management, LLC in Maple Grove, MN, holding a Series 66 designation and bringing 14 years of industry experience. His prior work includes positions at Paradigm, Strategies in Wealth Management, LLC, and UBS Financial Services. Underdog Wealth Management provides personalized financial planning and ongoing wealth management for individuals, families, businesses, qualified retirement plans, and IRAs. The firm employs a strategic asset allocation process and manages portfolios primarily on a non-discretionary basis using mutual funds, ETFs, individual securities, and other vehicles to pursue long-term objectives.
Scott B
Series 63
Maple Grove, MN
Underdog Wealth Management, LLC
Scott Brown is a financial advisor at Underdog Wealth Management, LLC with 12 years of industry experience. He holds a Series 63 designation and has been with Underdog Wealth Management since 2014. Brown is also involved in insurance sales as a licensed agent through a related financial services firm. Underdog Wealth Management provides personalized financial planning and wealth-management services to individuals, families, businesses, and retirement plans. The firm uses a strategic asset-allocation approach focused on historical return and risk metrics and primarily manages assets on a non-discretionary basis.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)