GRAND WEALTH MANAGEMENT, LLC

CRD 132137File 801-63306

APPROVED

Retail clients

Custody

Filing as of Mar 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$597.8M

Above cohort median (national)

Discretionary AUM

$597.8M

Clients

156

929 accounts

Employees

Above cohort median in MI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Jul 15, 2004
Principal office: 333 BRIDGE STREET NW, SUITE 800, GRAND RAPIDS, MI, 49504
Phone: (616) 451-4228
Website: HTTPS://WWW.LINKEDIN.COM/COMPANY/GRAND-WEALTH-MANAGEMENT/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $597.8M
Discretionary AUM: $597.8M
Non-discretionary AUM: $0
Discretionary accounts: 929
Non-discretionary accounts: 0
Total accounts: 929
AUM per client: $3.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$27.6M
Charitable organizations	3	$20.5M
High net worth individuals	112	$475.2M
Pension and profit sharing plans	4	$58.4M
Individuals (other than high net worth individuals)	35	$16.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
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: No

Disclosure events

ADV Item 11

This 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.