333 Bridge Street Nw
Suite 800
Grand Rapids, Michigan 49504
Tel: (616) 451-4228
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 132137 |
SEC# | 801-63306 |
Assets Managed by Firm | $509,769,566 |
No. of Clients | 788 |
No. of Advisors | 13 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 788 | $509,769,566 |
Individuals (other than high net worth individuals) | 55 | $25,606,469 |
High net worth individuals | 115 | $364,775,432 |
Pension and profit sharing plans | 7 | $69,306,817 |
Charitable organizations | 6 | $30,230,907 |
Corporations or other businesses | 3 | $19,849,941 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$222,731,514,408 | 132 | 176 | |
$18,613,469,251 | 16470 | 130 | |
$17,421,295,183 | 82 | 64 | |
$12,103,858,871 | 332 | 15 | |
$11,794,814,698 | 145 | 50 |
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