GRAND RAPIDS, MICRD 132137Latest ADV March 27, 2026
Grand Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Grand Rapids, MI. Its latest Form ADV filing, dated March 27, 2026, reports $598M in regulatory assets under management, 12 employees, and 929 accounts.
Assets Under Management
$598M
Employees
12
Offices
--
Total Clients
156
Primary office
GRAND RAPIDS, MI
333 BRIDGE STREET NW, SUITE 800, GRAND RAPIDS, MI, United States
Top client segmentHNWI represent 71.8% of total clients.
Top client categories% of clientsClients
1
HNWI
71.8%
112
2
Individuals
22.4%
35
3
Pension Plans
2.6%
4
4
Charitable
1.9%
3
5
Corporations
1.3%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$598Mas of March 27, 2026
Discretionary100.0%
$598M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$598M
Total Accounts929
10Y AUM Change+$376M (+169.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee13:1
10Y Employee Change+6 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.