# Grounded Wealth

Grounded Wealth is a Multi Family Office based in Plymouth, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2013
- **Assets under management:** Undisclosed
- **Website:** groundedwealth.com
- **LinkedIn:** https://www.linkedin.com/company/nick-tilli-cfp%c2%ae-198327b5

## Regulatory record

- **CRD number:** 314801
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/314801

## About

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.

## Sectors

- Real Estate
- Private Credit
- Energy Transition & Renewables

## People

- Michael Ryan — Founder & Chief Investment Officer

## 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.

## Related profiles

- [Bishop Financial Services](https://altss.com/profile/bishop-financial-services-llc)
- [ABRI](https://altss.com/profile/abri-llc)

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Last updated: 2026-07-06T01:24:17.746Z

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