National Retirement Planning Experts

National Coverage
Local Professionals

GRAND WEALTH MANAGEMENT, LLC

333 Bridge Street Nw
Suite 800
Grand Rapids, Michigan 49504
Tel: (616) 451-4228

Need a Financial Advisor?
Compare Vetted Advisors

About GRAND WEALTH MANAGEMENT, LLC

GRAND WEALTH MANAGEMENT, LLC, formally registered with the SEC as GRAND WEALTH MANAGEMENT, LLC. The firm was established in 07/15/2004. They have over 1 offices throughout the country.

GRAND WEALTH MANAGEMENT, LLC is a Grand Rapids, Michigan based Financial Planning firm with nearly $509,769,566 assets under management, offering retirement planning & investment advisory services to 788 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#132137
SEC#801-63306
Assets Managed by Firm$509,769,566
No. of Clients788
No. of Advisors13

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total788$509,769,566
Individuals (other than high net worth individuals)55$25,606,469
High net worth individuals115$364,775,432
Pension and profit sharing plans7$69,306,817
Charitable organizations6$30,230,907
Corporations or other businesses3$19,849,941

More Retirement Planning firms in Grand Rapids, Michigan:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
JACKSON NATIONAL ASSET MANAGEMENT, LLC
1 Corporate Way
Lansing, MI, 48951
$222,731,514,408132176
PLANTE MORAN FINANCIAL ADVISORS
3000 Town Center, Suite 100
Southfield, MI, 48075
$18,613,469,25116470130
OA PRIVATE CAPITAL
200 Monroe Avenue Nw, Suite 500
Grand Rapids, MI, 49503
$17,421,295,1838264
YOUSIF CAPITAL MANAGEMENT, LLC
39533 Woodward Ave, Suite 100
Bloomfield Hills, MI, 48304
$12,103,858,87133215
MCQUEEN FINANCIAL ADVISORS II, INC.
1239 Anderson Road
Clawson, MI, 48017
$11,794,814,69814550

Explore More Retirement Advisors in Grand Rapids, Michigan