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GRIMES & COMPANY
Legal name: GRIMES & COMPANY WEALTH MANAGEMENT, LLC
CRD 109420File 801-57193
APPROVED
Retail clients
Custody
Filing as of Mar 28, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.30B
Top 25% of cohort (national)
Discretionary AUM
$6.12B
Non-discretionary $175.8M
Clients
3,764
9,842 accounts
Employees
69
Top 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jan 28, 2000
- Principal office
- ONE TECHNOLOGY DRIVE, SUITE 100, WESTBOROUGH, MA, 01581
- Phone
- 508-366-3883
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $6.30B
- Discretionary AUM
- $6.12B
- Non-discretionary AUM
- $175.8M
- Discretionary accounts
- 9,743
- Non-discretionary accounts
- 99
- Total accounts
- 9,842
- AUM per client
- $1.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $93.8M |
| Charitable organizations | 26 | $120.2M |
| Other investment advisers | Fewer than 5 | $54.6M |
| High net worth individuals | 1,783 | $4.90B |
| Pension and profit sharing plans | 41 | $248.1M |
| State or municipal government entities | Fewer than 5 | $526K |
| Individuals (other than high net worth individuals) | 1,877 | $877.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.