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Underdog Wealth Management, LLC CRD 152998
$112M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
13762 Reimer Drive N, Maple Grove, MN 55311 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED_RES | 2015-10-23 |
| MN | RA | APPROVED | 2014-01-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Underdog Wealth Management | Maple Grove | MN | 03/2010 | Present |
| Paradigm, Strategies In Wealth Management, Llc | Maple Grove | MN | 01/2017 | 11/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-15 |
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