Grand Street Wealth Management, LLC

Overview

Grand Street Wealth Management, LLC is a small, independent registered investment adviser run as an owner-operated limited liability company. The firm focuses on financial planning and portfolio management for individuals, families and small businesses, charging a mix of percentage-of-AUM fees alongside hourly and fixed-fee arrangements. It is not positioned as an active ESG investor and does not operate as a multi-state adviser; its client base is primarily individual and family clients with some institutional work noted. Investment activity centers on managed portfolios built largely from pooled public funds and mutual funds rather than heavy direct-stock trading. The firm signals a conservative, manager-driven approach: using mutual funds as core building blocks for diversified equity and fixed-income exposure and layering in income-oriented products for specific client goals. Given the small scale of the business and the stated custodial relationships, portfolio construction is likely executed through off-the-shelf mutual fund share classes and model portfolios rather than bespoke, high-turnover equity strategies.

Assets & Accounts

Public Holdings

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Location & Offices