Grant Private Wealth Management
Grant Private Wealth Management is an SEC-registered wealth manager in Pleasanton, CA with $255.0M assets under management (AUM, regulatory AUM), +90% over one year. See who owns Grant Private Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292917, SEC 801-130925, data through 2026-06-03.
- AUM (assets under management / regulatory AUM)
- $255.0M (2026-06-03)
- Firm type
- Wealth Manager
- Location
- Pleasanton, CA
- Employees
- 5
- Clients
- 238
- CRD
- 292917
- Ownership
- TER-AVANESYAN, GRANT, KONSTANTINOVICH; TER-AVANESYAN, LYUDMILA
How much AUM does Grant Private Wealth Management have?
Grant Private Wealth Management reported $255.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-03).
Who owns Grant Private Wealth Management?
Disclosed owners and executives of Grant Private Wealth Management include TER-AVANESYAN, GRANT, KONSTANTINOVICH, TER-AVANESYAN, LYUDMILA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.