GRAND WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- GRAND RAPIDS, Michigan
- CRD number
- 132137
- Registered since
- July 15, 2004
- Website
- grandwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.5%
- Pension & Profit Sharing Plans9.77%
- Corporations / Businesses4.62%
- Charitable Organizations3.42%
- Individuals2.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Grand Wealth Management, LLC is an independent registered investment adviser that has operated since the mid-2000s. The firm is owned by an individual proprietor and positions itself as a capital allocator for both high-net-worth individuals/families and institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements, and its advisory menu lists financial planning, portfolio management for individuals and for businesses/institutions, pension consulting services, and the selection of other advisers. The firm reports it is not an active ESG investor and it was recognized by FA Magazine as a Top RIA Firm in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1JANELLE ANDERSON
Chief Compliance OfficerCRD 5401820
Contacts
3 of 7Mark Rougas
Financial AdvisorCRD 7635533
Ryan Deters
Financial AdvisorCRD 7313942
CALVIN WIERSMA
Financial AdvisorCRD 7096772
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$209M in ETFs
15%
$31.8M
85%
$177M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $71.9M | 1,849,146 | 34.37% |
Location
GRAND RAPIDS, MI
KENT
Location
GRAND RAPIDS, MI
Headquartered in GRAND RAPIDS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- KENT
- Address
- 333 Bridge St NW
- Time zone
- ET (UTC-5)
- Office locations
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