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Underdog Wealth Management, LLC

CRD 152998SEC# 801-136619Maple Grove, MN
Export (members)
No longer SEC-registered. Underdog Wealth Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$111.9M
Employees
2
Accounts
892
Location
Maple Grove, MN

Underdog Wealth Management, LLC assets under management

Underdog Wealth Management, LLC operates as an SEC-registered investment adviser based in Maple Grove, MN. It reports $111.9 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Underdog Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Anthony Novak Brinda ControlManaging Member & Chief Compliance OfficerOver 75%2010

Frequently asked questions

How much does Underdog Wealth Management, LLC manage?

Underdog Wealth Management, LLC reports $111.9 million in regulatory assets under management on its Form ADV.

How many employees does Underdog Wealth Management, LLC have?

Underdog Wealth Management, LLC reports 2 employees.

Where is Underdog Wealth Management, LLC located?

Underdog Wealth Management, LLC is based in Maple Grove, MN.

Does Underdog Wealth Management, LLC disclose fund performance?

Underdog Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address13762 Reimer Drive N, Maple Grove, MN 55311
Office hoursBy Appointment Only
Discloses disciplinary historyNo

Assets under management

Discretionary—
Non-discretionary$111.9M
Total (RAUM)$111.9M