Underdog Wealth Management, LLC: new SEC registration, $112M AUM, Maple Grove, MN
Underdog Wealth Management, LLC (Maple Grove, Minnesota): new SEC registration, $112M AUM, Maple Grove, MN. Its amount of 112 is below the median of 134 (27th percentile). Dated 126 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 112 · 27th percentile of 1,149 NewRiaPulse records · 0.8x the median
Free preview: all 11 published fields of this record are shown below. Locked: 12 related MN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Underdog Wealth Management, LLC |
| Legal name | Underdog Wealth Management, LLC |
| CRD | 152998 |
| Status | Approved |
| Registered with the SEC | 2026-07-01 |
| Latest Form ADV filing | 2026-06-30 |
| Location | Maple Grove, MN, United States |
| Regulatory AUM | $111,880,222 |
| Accounts | 892 |
| Employees | 2 |
| Website | HTTP://WWW.UNDERDOGWEALTHMANAGEMENT.COM |
| amount percentile | 27th of 1,149 (median 134, 0.8x median) |
| Peer records CSV (13 MN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Underdog Wealth Management, LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Free first: a 10-record sample of MN records
See the real columns before you buy. One confirmation email, nothing else unless you opt in.
Unlock Underdog Wealth Management + all 13 MN records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-07-01
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (MN first): Advisory Solutions Group · Vera Lake Capital, LLC · North Compass Financial Advisors, LLC · Twin Cities Retirement Group · Financial Empowerment LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Underdog Wealth Management, LLC and 13 Minnesota peers
- Minnesota NewRiaPulse records like this one: 13
- Underdog Wealth Management, LLC's amount: 27th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Minnesota peer: $2,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $112M under management.
- Website on file.
What is the NewRiaPulse record for Underdog Wealth Management, LLC in Maple Grove, Minnesota?
Underdog Wealth Management, LLC received SEC registration as an investment adviser (2026-07-01) with $111,880,222 in regulatory assets under management, based in Maple Grove, MN.
How does Underdog Wealth Management, LLC compare to other Minnesota NewRiaPulse records?
Its amount of 112 is below the median (27th percentile); smaller records often move faster and face less competition. It is 126 days old; check the official source for later updates before acting.
Underdog Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Underdog Wealth Management, LLC | Maple Grove, MN | 112 | 27th | 2026-07-01 |
| Wealthlynk, INC. | Fallbrook, CA | 112 | 27th | 2026-09-16 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
| Cs Tomasi Wealth Management | Costa Mesa, CA | 110 | 23rd | 2026-09-15 |
Related records
- Legacy Partners Financial Group, LLC
- Johnston Investment Counsel, LTD.
- Diversified Wealth Advisors, LLC
- Knecht Capital Management, LLC
- Crosspoint Capital Management
- Crafted Finance, LLC
- Leonard Advisory Group LLC
- Wealthlynk, INC.
- Cs Tomasi Wealth Management
- Wealth Strategies Group
- Endeavor Advisors LLC
- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in Minnesota NewRiaPulse: Approved
Cross-dataset signals in Minnesota
More Minnesota public-record feeds
SEC 8-K Corporate Trigger Events in Minnesota New Grants by Vendor Procurement Need in Minnesota New MSHA Citations at Mines & Quarries by State in Minnesota FEMA Hazard Mitigation Project Tracker in Minnesota New Trucking Company Registrations in Minnesota New & Re-Approved E-Rate Service Providers (FCC Form 498 / SPIN) in Minnesota Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Minnesota New NIH Research Awards by Organization in Minnesota
How to monitor Underdog Wealth Management, LLC and peer approved records
Get new NewRiaPulse records like Underdog Wealth Management, LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new RIAs in your territory
NewRiaPulse emails newly registered advisers matching your states and AUM range each month.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.