Overview
Assets Under Management: $605 million
Headquarters: GRAND RAPIDS, MI
High-Net-Worth Clients: 106
Average Client Assets: $4 million
Frequently Asked Questions
GRAND WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #132137), GRAND WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRAND WEALTH MANAGEMENT, LLC is headquartered in GRAND RAPIDS, MI.
GRAND WEALTH MANAGEMENT, LLC serves 106 high-net-worth clients according to their SEC filing dated June 25, 2024. View client details ↓
According to their SEC Form ADV, GRAND WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
GRAND WEALTH MANAGEMENT, LLC manages $605 million in client assets according to their SEC filing dated June 25, 2024.
According to their SEC Form ADV, GRAND WEALTH MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 106
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.46
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,062
Discretionary Accounts: 1,062
Regulatory Filings
CRD Number: 132137
Last Filing Date: 2024-06-25 00:00:00
Website: https://grandwealth.com