Grupp Financial LLC

Overview

Grupp Financial LLC is an SEC and state registered investment adviser based in Jackson, WY, registered since 2018. It reports $1M in assets under management across 37 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$1M

Discretionary

100%

Accounts

37

Average account

$2.7M

Employees

3

Advisory reps

3

Registered since

2018

Jurisdictions

3

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Matthew Peter Grupp President, Chief Executive Officer CRD 6246097
• Joseph Daniel Grupp Private Wealth Services Manager CRD 7337758

Advisory reps 3 of 3

• Michael John Estrada Investment Adviser Rep CRD 6246101
• Joseph Daniel Grupp Investment Adviser Rep CRD 7337758
• Matthew Peter Grupp Investment Adviser Rep CRD 6246097

Location

Headquarters

1705 High School Rd Apt 140
Jackson, WY 83001

County

Teton

Metro area

Jackson, WY-ID

Region

West

Registrations

• SEC and state registered
• Registered in 3 jurisdictions
• Website: gruppfinancial.com

Every state, with registration dates

Similar firms near Jackson

• Flat Rock GlobalJackson, WY$1.6B AUM
• Integrity Financial CorporationJackson, WY$868M AUM
• Greybull Advisors, LLCJackson, WY$514M AUM
• Income Focus Portfolio ManagementJackson, WY$362M AUM
• Founders Equity PartnersJackson, WY$309M AUM