Grantd Wealth, Inc.

Overview

Grantd Wealth, Inc. is a corporate registered adviser that provides financial planning and discretionary portfolio management for individuals, small businesses, and institutional or business clients. The firm charges clients by a percentage of assets under management and also offers fixed-fee engagements. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not classified as a pension consultant or capital allocator in the available records.

Assets & Accounts

Investments & Alternatives

Location & Offices