GRANT PRIVATE WEALTH MANAGEMENT, INC.
Doing business as GRANT PRIVATE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$254,990,700
Discretionary
$252,090,700
Non-discretionary
$2,900,000
Firm details
- CRD number
- 292917
- SEC file number
- 801-130925
- Main office
- PLEASANTON, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- https://www.facebook.com/pages/category/Company/Grant-Private-Wealth-Management-Inc-814358762067758/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.