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

More Retirement Planning firms in Grand Rapids, Michigan:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

Explore More Retirement Advisors in Grand Rapids, Michigan

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.