Data / Investment advisers / Michigan / Grand Wealth Management, LLC
Grand Wealth Management, LLC, Grand Rapids, MI: $598 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Grand Wealth Management, LLC is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $598 million in regulatory assets under management in its Form ADV filed September 25, 2026. Its clients include high net worth individuals, pension and profit sharing plans and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 132137
- SEC file number
- 801-63306
- SEC status
- Approved, effective July 15, 2004
- Main office
- 333 Bridge Street NW Suite 800, Grand Rapids, MI 49504
- Phone
- (616) 451-4228
- Regulatory AUM
- $597,808,427 in the Form ADV filed September 25, 2026
- Discretionary AUM
- $597,808,427
- Accounts
- 929
- Employees
- 12, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 25, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 112 | $475.2 million |
| Pension and profit sharing plans | 4 | $58.4 million |
| Corporations or other businesses | 2 | $27.6 million |
| Charitable organizations | 3 | $20.5 million |
| Individuals (other than high net worth individuals) | 35 | $16.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $597.8 million | March 27, 2026 |
| December 1, 2025 | $530.3 million | August 18, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Financial Advisory Corporation | Grand Rapids | $1.10 billion | Not listed | adviserinfo.sec.gov |
| Lafleur & Godfrey Private Wealth Management | Grand Rapids | $1.02 billion | Not listed | adviserinfo.sec.gov |
| Lifeworks Advisors, LLC | Grand Rapids | $966.7 million | Not listed | adviserinfo.sec.gov |
| Stonebridge Financial Group | Grand Rapids | $739.4 million | Not listed | adviserinfo.sec.gov |
| Hill Island Financial LLC | Grand Rapids | $623.8 million | Not listed | adviserinfo.sec.gov |
| Voisard Asset Management Group | Grand Rapids | $589.4 million | Not listed | adviserinfo.sec.gov |
| Hungerford Financial LLC | Grand Rapids | $492.1 million | Not listed | adviserinfo.sec.gov |
| Aspen Investment Management Inc. | Grand Rapids | $452.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving pension and profit sharing plans
- Grand Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.