Grand Wealth Management, LLC

RIASEC Registered

Total AUM

$598M

Discretionary

$598M

100% of AUM

Avg account

$643K

Accounts

929

Employees

Advisory reps

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

FINTRX

Overview

Grand Wealth Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2004. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional clients. Its advisory menu includes financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and manager selection. Fee arrangements include AUM-based fees, hourly charges and fixed fees. The firm does not identify as an active ESG investor. Grand Wealth Management received recognition on FA Magazine’s Top RIA Firms list in 2020.