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GRAND WEALTH MANAGEMENT, LLC
CRD 132137 · SEC 801-63306
333 BRIDGE STREET NW, SUITE 800, GRAND RAPIDS, MI, 49504, United States
Phone
(616) 451-4228
Fax
(616) 451-4229
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$597.8M
Discretionary AUM
$597.8M
Team
12 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $16.1M |
| High net worth individuals | 112 | $475.2M |
| Pension/profit sharing plans | 4 | $58.4M |
| Charitable organizations | 3 | $20.5M |
| Corporations/business entities | 2 | $27.6M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD