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RIA · CRD 281917State-Registered Investment Adviser

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Grove Wealth Management

GROVE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MIAMI, FL. The firm manages $14 million in regulatory assets, $13 million on a...

Overview

GROVE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in MIAMI, FL. The firm manages $14 million in regulatory assets, $13 million on a discretionary basis. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Location

Region

North America

Country

United States

City

Miami

Corporate office

Miami, FL, United States

Principals

Jeffrey Yass

Principal

Sector focus

Private CreditReal EstateHedge Funds

Frequently asked questions

Who runs investment decisions at Grove Wealth Management?

Jeffrey Yass is the sole principal and ultimate decision-maker. The firm operates with a small professional staff in Miami and does not publicly identify a CIO or investment committee. Yass's philosophy, shaped by SIG's quantitative trading culture, emphasizes risk-managed capital preservation across asset classes.

What is Grove Wealth Management's known posture on philanthropy?

Jeffrey Yass channels significant resources into political advocacy rather than traditional philanthropy. Public records show he is among the largest individual political donors in the US, with contributions heavily directed toward libertarian and school-choice causes. No dedicated philanthropic foundation operates under the Grove Wealth Management name.

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