GRAND WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$597,808,427
Discretionary
$597,808,427
Non-discretionary
$0
Firm details
- CRD number
- 132137
- SEC file number
- 801-63306
- Main office
- GRAND RAPIDS, MI, United States
- Employees
- 12
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.