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Firm profile

Underdog Wealth Management, LLC

MAPLE GROVE, MNCRD 152998Registration Status: ApprovedEffective since July 1, 2026Latest ADV June 30, 2026

Underdog Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Maple Grove, MN. Its latest Form ADV filing, dated June 30, 2026, reports $112M in regulatory assets under management, 2 employees, and 892 accounts.

Assets Under Management
$112M
Employees
2
Offices
--
Total Clients
408
Primary office
MAPLE GROVE, MN
13762 REIMER DRIVE N, MAPLE GROVE, MN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOAnthony N. Brinda

Advisory services offered

2 types reported
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.5% of total clients.
Top client categories% of clientsClients
1
Individuals
85.5%
349
2
HNWI
13.0%
53
3
Pension Plans
1.5%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$112Mas of June 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$112M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$112M
Total Accounts892
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee204:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.