Multi-Family OfficeRIA · CRD 314801

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Grounded Wealth

GROUNDED WEALTH is a state-registered investment adviser in PLYMOUTH, MN. The firm manages approximately $31 million in regulatory assets. It has 1 employee...

Grounded Wealth

GROUNDED WEALTH is a state-registered investment adviser in PLYMOUTH, MN. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

2013

Location

Region

North America

Country

United States

City

Plymouth

Corporate office

New York, NY, United States

Principals

Michael Ryan

Founder & Chief Investment Officer

Sector focus

Real EstatePrivate CreditEnergy Transition & Renewables

Frequently asked questions

Who runs investment decisions at Grounded Wealth?

Michael Ryan, the firm's founder, serves as Chief Investment Officer and makes all portfolio allocation and deal-level decisions. He built the firm in 2013 after an institutional real asset career and operates without a traditional investment committee layer. Day-to-day asset management is delegated to specialist operating partners, but origination and structural terms remain centralized with Ryan.

What investment stages or asset types does Grounded Wealth avoid?

The firm explicitly avoids venture capital, growth equity, public securities, and development-stage technology exposure. Even within its energy transition focus, Grounded Wealth targets operating assets with contracted revenue rather than pre-revenue or demonstration-phase projects. Pure financial leverage plays and distressed trading strategies are also outside the mandate.

What is Grounded Wealth's posture on co-investment alongside external institutional investors?

Grounded Wealth frequently co-invests alongside other single-family offices and regional operating partners, particularly in real estate and energy transactions where the combined capital stack benefits from multiple like-minded, long-duration participants. The firm has also accepted institutional co-investment from insurance-company separate accounts on a deal-by-deal basis when the asset scale warranted it, but such arrangements remain opportunistic rather than programmatic.

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