SEC Form ADV

GRAND WEALTH MANAGEMENT, LLC

Registered Investment AdviserMI
$597.8M
Assets Under Management
12
Employees
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Registration Details

Accession
crd-132137
Location
GRAND RAPIDS, MI
Filing Date
September 25, 2026
AUM
$597.8M
Institutional Clients
7
Employees
12
Amendment
No

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

GRAND WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in GRAND RAPIDS, MI, managing approximately $597.8M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.