Catherine M. Atwood

FOUNDERS GROVE WEALTH PARTNERS

RICHMOND, VA 23230

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CRD#: 5857186

Professional summary

Catherine Michaux Chewning Atwood, CFP®, who also goes by Kate Atwood, Catherine M Chewning, Catherine Michaux Chewning, Kate Michaux Chewning, is a registered financial advisor currently at FOUNDERS GROVE WEALTH PARTNERS, LLC located in Richmond, Virginia.

Catherine is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Catherine has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Kate Atwood | Catherine M Chewning | Catherine Michaux Chewning | Kate Michaux Chewning

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Michaux Chewning Atwood's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

May 24, 2024 - Present

FOUNDERS GROVE WEALTH PARTNERS, LLC

Office #1: 6802 Paragon Place Suite 300, Richmond, VA 23230

RIA

CRD#: 331352

RICHMOND, VA

Past

April 10, 2018 - June 25, 2024

SALOMON AND LUDWIN

RIA

CRD#: 292456

RICHMOND, VA

Past

March 10, 2017 - April 4, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

RICHMOND, VA

Past

March 10, 2017 - April 4, 2018

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

RICHMOND, VA

Past

April 30, 2015 - February 28, 2017

RIVERFRONT INVESTMENT GROUP, LLC

RIA

CRD#: 146221

RICHMOND, VA

Past

April 21, 2015 - February 20, 2017

ALPS DISTRIBUTORS, INC.

CRD#: 16853

RICHMOND, VA

Past

December 23, 2010 - March 23, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

RICHMOND, VA

Past

December 1, 2010 - March 23, 2015

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

RICHMOND, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FOUNDERS GROVE WEALTH PARTNERS, LLC

ALBERO ADVISORS, LLC | PINK LADY OPCO LLC | FOUNDERS GROVE WEALTH PARTNERS, LLC | FOUNDERS GROVE WEALTH PARTNERS

CRD#: 331352 / SEC#: 801-130329

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(5/24/2024)

IAR

Virginia
(5/24/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/22/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 12/9/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 4/4/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/11/2012

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/30/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FOUNDERS GROVE WEALTH PARTNERS, LLC

ALBERO ADVISORS, LLC | PINK LADY OPCO LLC | FOUNDERS GROVE WEALTH PARTNERS, LLC | FOUNDERS GROVE WEALTH PARTNERS

CRD#: 331352 / SEC#: 801-130329

RIA

Registered Investment Advisory firm - (5/24/2024 Approved)

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Contact information

Main Address

6802 Paragon Place Suite 300, Richmond, VA 23230

Mailing Address

Phone number

(804) 910-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts	616
AUM (Assets Under Management)	$ 432,736,013

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Catherine M. Atwood

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Catherine Michaux Chewning Atwood's CRS (Customer Relationship Summary).

Certified licenses

Experience

SALOMON AND LUDWIN

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIVERFRONT INVESTMENT GROUP, LLC

ALPS DISTRIBUTORS, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

FOUNDERS GROVE WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/22/2010

Series 63

Date: 12/9/2010

SIE

Date: 4/4/2018

Series 7

Date: 4/11/2012

Series 6

Date: 11/30/2010

Current Firm

FOUNDERS GROVE WEALTH PARTNERS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FOUNDERS GROVE WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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