GRANT PRIVATE WEALTH MANAGEMENT

Overview

Grant Private Wealth Management is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm reports its SEC registration year as 2024 and serves primarily individual and family clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services (listed among its offerings on the ADV) and educational seminars/workshops. The firm charges clients via a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Grant Private Wealth Management does not position itself as a capital allocator and indicates it is not an active ESG investor. It is not designated as a multi-state adviser or as a related adviser. While pension consulting appears in the advisory activity list, the ADV also flags that the firm is not registered as a pension consultant, which suggests pension work is offered but not as a primary regulated designation.

Assets & Accounts

Public Holdings

Investments & Alternatives