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Building 2GRAND WEALTH MANAGEMENT, LLC

Map pinGRAND RAPIDS, MI
Phone(616) 451-4228
NotebookSEC #801-63306
Total AUM
$597.8M
Employees
12
Clients
156

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 BRIDGE STREET NW
SUITE 800
GRAND RAPIDS
MI 49504
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(616) 451-4228

ReceiptFinancials

Total AUM
$597.8M
Accounts
929
Discretionary
$597.8M
Accounts
929
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
35
AUM
$16.1M
HNW Individual Clients
112
AUM
$475.2M
Pension/Profit Sharing Plan Clients
4
AUM
$58.4M
Charitable Organization Clients
3
AUM
$20.5M
Corporation or Business Clients
2
AUM
$27.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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