GRANTD WEALTH, INC.

Overview

Grantd Wealth, Inc. operates as an independent registered investment adviser focused on individualized portfolio management and financial planning for individuals and families. The firm acts as a capital allocator, leaning toward equity-driven portfolios and using exchange-traded securities as its central building block. In addition to discretionary portfolio management, the firm provides financial planning, portfolio management for small businesses and institutions, selection of other advisers, publishes periodicals or newsletters, and runs educational seminars and workshops — indicating a mix of advisory delivery and client education. Fee arrangements include percentage-of-AUM and fixed-fee engagements, which supports both ongoing portfolio relationships and project-based planning work. The firm does not position itself as an ESG investor and is not identified as a multi-state adviser in regulatory summary fields, though it maintains multiple offices across two states.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices