GRANT PRIVATE WEALTH MANAGEMENT
- GRANT PRIVATE WEALTH MANAGEMENT
- GRANT TRUST, INC.
- GRANT PRIVATE WEALTH MANAGEMENT, INC.
Adviser Profile
| As of Date | 02/27/2026 |
| Registration | SEC, Approved, 08/16/2024 |
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| Former registrations | |
| ADV Location | PLEASANTON, CA, United States |
| Contact Info | 925 xxxxxxx |
| Websites |
| AUM* | 196,273,760 47% |
| of that, discretionary | 193,608,100 45% |
| Private Fund GAV* | 0 |
| Avg Account Size | 407,207 27% |
| % High Net Worth | 33.65% -3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Number of Employees 5 25%
of those in investment advisory functions 5 25%
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
Private Funds
No private funds