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UnderDog Wealth Management, LLC

EST. AUM
$111,880,222

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CLIENT ACCOUNTS

Firm Details

Metro area Minneapolis
CRD Number 152998
Website underdogwealthmanagement.com
Client types

Overview

UnderDog Wealth Management, LLC is an independent, privately owned RIA headquartered in Maple Grove, Minnesota, and has operated since March 2010. It provides personalized financial planning and investment management to individuals, families, high-net-worth individuals, small businesses and retirement-plan clients. Its planning services address cash flow, education, retirement, tax, estate and insurance considerations. Investment advice is principally non-discretionary, meaning clients retain final approval over purchases and sales, while the firm monitors accounts and discusses portfolios at least annually.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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