Managing Member, Chief Executive Officer · Founders Grove Wealth Partners, LLC
Jeremiah R. Winters
CRD 4651483 · Named on Form ADV at one SEC-registered adviser
At a glance
Founders Grove Wealth Partners, LLC, an SEC-registered wealth manager based in Richmond, VA with $532 million in regulatory assets, lists Jeremiah R. Winters on its Form ADV as Managing Member, Chief Executive Officer, a control person.
Firms and roles
- Founders Grove Wealth Partners, LLCManaging Member, Chief Executive OfficerWealth manager · Richmond, VA · $532M in regulatory assets
AtlasMembers
Jeremiah’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Colleagues named on the same filings
- Catherine M. AtwoodManaging Member, Founder, President, Founders Grove Wealth Partners, LLC
- Jennifer W. ThompsonChief Operating Officer, Chief Compliance Officer, Founders Grove Wealth Partners, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremiah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.