Grant Private Wealth Management
Firm details
- Headquarters
- Pleasanton, California
- CRD number
- 292917
- Registered since
- August 16, 2024
- Website
- grantprivate.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.37%
- Individuals13.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grant Private Wealth Management is an independent, corporation-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual. The firm focuses on serving individual and family clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core services listed on the ADV include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not a capital allocator.
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
- Exchange Traded Equities75%
- Public Funds/Mutual Funds11%
- Investment Grade Corp Bonds5%
- US Government Bonds4%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Lyudmila Ter-avanesyan
Chief Operations OfficerCRD 6123243
Contacts
3 of 5
Grant Ter-avanesyan
OwnerCRD 5414528
David Hart
TraderCRD 2105155
Jamshid Kekobad
Financial AdvisorCRD 5369771
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pleasanton, CA
Alameda
Location
Pleasanton, CA
Headquartered in Pleasanton, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Alameda
- Address
- 4683 Chabot Dr
- Time zone
- PT (UTC-8)
- Office locations
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