Grand Wealth Management, LLC
Grand Wealth Management, LLC is an SEC-registered wealth manager in Grand Rapids, MI with $597.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Grand Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 132137, SEC 801-63306, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $597.8M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Grand Rapids, MI
- Employees
- 12
- Clients
- 156
- CRD
- 132137
- Ownership
- BOLLINE, ELLEN, WINTER; WILLIAMS, JEFFREY, SCOTT; WINTER, ELLEN, ANN; Wiese, Anastasia, K; STARNES, STEVEN, ANDREW
How much AUM does Grand Wealth Management, LLC have?
Grand Wealth Management, LLC reported $597.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Grand Wealth Management, LLC?
Disclosed owners and executives of Grand Wealth Management, LLC include BOLLINE, ELLEN, WINTER, WILLIAMS, JEFFREY, SCOTT, WINTER, ELLEN, ANN, Wiese, Anastasia, K, STARNES, STEVEN, ANDREW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.