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GRANT PRIVATE WEALTH MANAGEMENT
GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD 292917 · SEC 801-130925
4683 CHABOT DRIVE, SUITE 101, PLEASANTON, CA, 94588, United States
Phone
925-378-5000
Fax
925-378-2000
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$255.0M
Discretionary AUM
$252.1M
Team
5 total employees; 5 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 127 | $34.8M |
| High net worth individuals | 111 | $220.2M |
States served
CA, CO, GA, UT, VA, TX
All web addresses on file
- https://www.yellowpages.com/walnut-creek-ca/mip/grant-wealth-management-no-selection-541113079
- https://www.instagram.com/gpwm.inc?igsh=MWs1MGt0czI5dWc2cA%3D%3D&utm_source=qr
- https://www.facebook.com/pages/category/Company/Grant-Private-Wealth-Management-Inc-814358762067758/
- https://www.linkedin.com/in/grant-ter-avanesyan-cfp®-92a09377
- https://grantprivate.com
- https://www.yelp.com/biz/grant-private-wealth-management-inc-walnut-creek
- https://www.linkedin.com/in/luda-ter-avanesyan-b8535922
Official SEC filing: View on IAPD