LP Profile

Grand Wealth Management

Also known as grand wealth

Wealth ManagerGrand Rapids, United StatesFounded 2004
$582M
Assets Under Management
Grand Rapids
Headquarters
Investment Focus

About Grand Wealth Management

Grand Wealth Management is a wealth manager based in Grand Rapids, US. Founded in 2004. Reported AUM: 582 USD millions.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Grand Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$597.8M
Total Clients
929
Filing Date
March 27, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Grand Wealth Management across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Grand Wealth Management?

Grand Wealth Management is a wealth manager based in Grand Rapids, United States, managing approximately $582M in assets.

Where is Grand Wealth Management headquartered?

Grand Wealth Management is headquartered in Grand Rapids, United States.

How much does Grand Wealth Management manage?

Grand Wealth Management manages approximately $582M in assets under management.

When was Grand Wealth Management founded?

Grand Wealth Management was founded in 2004.

How can I contact Grand Wealth Management?

Verified contact details, key decision-makers, and investment preferences for Grand Wealth Management are available on LPbacked. Create a free account to access them.