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GRAD WEALTH MANAGEMENT PLLC
CRD 333499
35951 FIVE MILE RD, LIVONIA, MI, 48154, United States
Phone
734-462-6161
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.6M
Discretionary AUM
$1.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $1.6M |
Official SEC filing: View on IAPD