GRAPE MODERN WEALTH MANAGEMENT

Overview

Grape Modern Wealth Management is an independent registered investment adviser operating as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses, charging clients on a percentage-of-assets-under-management basis. Its investment posture favors equities, with a clear tilt toward exchange-traded instruments and separately managed account strategies for customization. The firm is not positioned as a capital allocator to external private managers, is not an active ESG investor, and does not operate as a multi-state adviser. Client relationships appear centered on individual and family households rather than institutional or pension mandates, and the firm’s custody and platform choices reflect a modern, custody-centric RIA model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices