SEC Form ADV

GRAND WEALTH MANAGEMENT, LLC

Registered Investment AdviserMI
$597.8M
Assets Under Management
929
Total Clients
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Registration Details

Accession
CRD-132137
Location
GRAND RAPIDS, MI
Filing Date
March 27, 2026
AUM
$597.8M
Total Clients
929
Amendment
No

About this Adviser

GRAND WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in GRAND RAPIDS, MI, managing approximately $597.8M in assets across 929 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.