PLEASANTON, CACRD 292917Latest ADV February 27, 2026
Grant Private Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Pleasanton, CA. Its latest Form ADV filing, dated February 27, 2026, reports $196M in regulatory assets under management, 5 employees, 1 office, and 482 accounts.
Assets Under Management
$196M
Employees
5
Offices
1 office
Total Clients
211
Primary office
PLEASANTON, CA
4683 CHABOT DRIVE, SUITE 101, PLEASANTON, CA, United States
Top client segmentIndividuals represent 66.4% of total clients.
Top client categories% of clientsClients
1
Individuals
66.4%
140
2
HNWI
33.6%
71
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$196Mas of February 27, 2026
Discretionary98.6%
$194M
99% of total RAUM98.6%
Non-discretionary1.4%
$3M
1% of total RAUM1.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$196M
Total Accounts482
10Y AUM Change+$90M (+85.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee42:1
10Y Employee Change+2 (+66.7%)
* 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.