GRAND WEALTH MANAGEMENT, LLC

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

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 $604,519,121 assets under management, offering retirement planning & investment advisory services to 1062 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	132137
SEC#	801-63306
Assets Managed by Firm	$604,519,121
No. of Clients	1062
No. of Advisors	13

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1062	$604,519,121
Individuals (other than high net worth individuals)	54	$29,214,012
High net worth individuals	124	$454,031,164
Pension and profit sharing plans	6	$66,148,932
Charitable organizations	7	$31,290,422
Corporations or other businesses	3	$23,834,591

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YOUSIF CAPITAL MANAGEMENT, LLC 39533 Woodward Ave, Suite 100 Bloomfield Hills, MI, 48304	$15,029,547,343	412	15
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