Grand Wealth Management, LLC
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 132137
- Registered since
- July 15, 2004
- Website
- grandwealth.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.5%
- Pension & Profit Sharing Plans9.77%
- Corporations / Businesses4.62%
- Charitable Organizations3.42%
- Individuals2.69%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Grand Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm is SEC-registered (initial registration year 2004) and serves both high-net-worth individuals and families as well as institutional clients. It functions as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting and the selection of other advisers. Fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Grand Wealth Management identifies as not being an active ESG investor and does not operate as a multi-state or newly formed adviser. The firm was named to FA Magazine’s Top RIA Firms list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities5%
- Cash & Cash Equivalents1%
Owners & executives
1 of 1
Janelle Anderson
Chief Compliance OfficerCRD 5401820
Contacts
3 of 7
Calvin Wiersma
Financial AdvisorCRD 7096772
Douglas Johnson
Client Service AdministratorCRD 6307738
Jeffrey Williams
Senior Financial Advisor, Managing PrincipalCRD 2974931
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 38Active vs passive
$237M in ETFs
15%
$35.5M
85%
$201M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $83.1M | 1,873,218 | 35.12% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 333 Bridge St Nw
- Time zone
- ET (UTC-5)
- Office locations
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