Grantd Wealth, Inc.

Overview

Grantd Wealth, Inc. is a corporate investment adviser that functions as a capital allocator and provides a mix of advisory services. The firm offers financial planning and portfolio management for individuals, small businesses, and institutional or business clients, and it also performs selection-of-other-advisers work and runs educational seminars and workshops. Its fee model combines percentage-of-AUM and fixed-fee arrangements. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, does not operate as a multi-state adviser, and is not described as a pension consultant or related adviser. An industry affiliation with an insurance company is noted.

Assets & Accounts

Investments & Alternatives