Grand Wealth Management is an investment advisor in Grand Rapids with $582.33 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
201183428
SEC advisor number
801-63306
FINRA CRD number
132137
AUM ?
$604.52 mm
(as of 25 Jun 24)
Accounts
1,062
(as of 25 Jun 24)
Employees
13
(7 investment advisory or research)
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Aug 24
13F-HR
Quarterly holdings report by institutional manager
9 May 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
8 Nov 22
13F-HR
Quarterly holdings report by institutional manager
25 Aug 22
13F-HR
Quarterly holdings report by institutional manager
25 Aug 22