Grow With Me, Llc
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ADV data as of Mar 08, 2026
- Regulatory AUM
- $73.6M
- Discretionary
- $73.6M
- Clients
- 153
- Avg AUM / client
- $481K
- Accounts
- 309
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 115 | $16.7M | 22.7% |
| High net worth individuals | 38 | $55.2M | 75.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 1.9% |
| Corporations and other businesses | Fewer than 5 clients | $305K | 0.41% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrik Alexander Cordero | Registered representative | CFA | Mar 2019 (7y) | |
| John Arthur Witten | Registered representative | Apr 2022 (4y) | ||
| Alexander Leonhard Kasper | Registered representative | Jan 2025 (2y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/08/2026 | 1.01 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 08, 2026.
View current Form ADV (SEC/IAPD) ↗