# Grove Wealth Management

Grove Wealth Management is a RIA based in Miami, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** grovewealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/grove-wealth-management

## Regulatory record

- **CRD number:** 281917
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281917

## About

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.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## People

- Jeffrey Yass — Principal

## 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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- [Kairos Venture Investments](https://altss.com/profile/kairos-venture-investments-llc)
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Last updated: 2026-07-06T01:24:17.746Z

Canonical page: https://altss.com/profile/grove-wealth-management-llc

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