GRAD WEALTH MANAGEMENT PLLC

Overview

Grad Wealth Management Pllc is an independent, privately owned advisory firm organized as an LLC that focuses on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting third-party advisers and managers on clients’ behalf. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Grad Wealth Management Pllc does not identify as an active ESG investor and appears to operate without a multi-state advisory footprint. The firm lists an industry affiliation with accountants, suggesting coordination with tax professionals as part of its client service model. Ownership is individual rather than institutional, and the advisory activities emphasize hands-on planning and manager selection rather than large-scale institutional consulting.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices