AUMdb

Grodzki Wealth Management, Inc.

State-registered Investment Adviser · Boutique (under $100M) CRD 342358 · · grodzkiwealth.com
☆ Save with Pro ADV data as of Apr 29, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

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

Custody

Firm reports having 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: Apr 29, 2026.

View current Form ADV (SEC/IAPD) ↗