Grubman Wealth Management Review


Trust Score 95%
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Last updated: August 11th, 2019. Data source: SEC filings.

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Grubman Wealth Management, federally registered in 2004, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 3 advisors. Grubman Wealth Management manages $377.7 million and provides investment advisory services for 184 clients (1:62 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $1,000,000
Average Client Balance $2,052,665
Hybrid Advisor No
Disciplinary History No
Total AUM $377.7 million
Advisor / Client Ratio 1:62
Headquarters Berkeley, CA
SEC Filings Forms and Brochures    (CRD # 125553)
State(s) Registered CA, NY, TX


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