GRANT PRIVATE WEALTH MANAGEMENT
  • GRANT PRIVATE WEALTH MANAGEMENT
  • GRANT TRUST, INC.
  • GRANT PRIVATE WEALTH MANAGEMENT, INC.

Adviser Profile

As of Date 09/10/2026
Registration SEC, Approved, 08/16/2024
Other registrations (6)
Former registrations

GRANT PRIVATE WEALTH MANAGEMENT, INC.

ADV Location PLEASANTON, CA, United States
Contact Info 925 xxxxxxx
Websites
AUM* 254,990,700 90%
of that, discretionary 252,090,700 88%
Number of Employees 6 20%
of those in investment advisory functions 6 20%
Private Fund GAV* 0
Avg Account Size 448,138 39%
% High Net Worth 46.64% 35%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

194M 166M 138M 111M 83M 55M 28M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees