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Ronald Eric Woernle

Van Grouw Advisors, LLC

Bluffton, SC

Okatie, SC

CRD 2172799

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Employer firm

Van Grouw Advisors, LLC CRD 311173

$68.8M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Van Grouw Advisors, Llc

29 Plantation Park Drive Suite 804, Bluffton, SC 29910 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-01-06
  • SC RA
    APPROVED
    Since 2025-01-06

Branch Locations

29 Plantation Park Drive Suite 804, Bluffton, SC 29910 • United States

110 Traders Cross, Okatie, SC 29910 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Royal Fund Management, Llc Bluffton SC 06/2013 11/2018
Van Grouw Advisors, Llc Bluffton SC 11/2020 Present
Woernle Wealth Management, Llc Okatie SC 05/2013 Present
Previous Registrations
Other Businesses

WOERNLE WEALTH MANAGEMENT, LLC; NOT-INVESTMENT RELATED; OKATIE, SC; INSURANCE SALES; OWNER/INSURANCE AGENT; START DATE 05/2013; APPROX 130 HR/MONTH, 100 HRS/MONTH DURING SECURITIES TRADING; INSURANCE SALES

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-09-14
S63 Uniform Securities Agent State Law Examination 1991-09-11
  • S65 Uniform Investment Adviser Law Examination
    2012-09-14
  • S63 Uniform Securities Agent State Law Examination
    1991-09-11
Other Names
  • Ronald Eric Woernle
  • Ron Woernle
  • Ronald Eric Woernle

View on SEC IAPD

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