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GRAND WEALTH MANAGEMENT, LLC
CRD 132137File 801-63306
APPROVED
Retail clients
Custody
Filing as of Sep 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$597.8M
Above cohort median (national)
Discretionary AUM
$597.8M
Clients
156
929 accounts
Employees
12
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.GRANDWEALTH.COM/
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 13 | 12 | decreased by1 |
| Apr 1, 2026 | Clients | 164 | 156 | decreased by8 |
| Apr 1, 2026 | AUM | $530,300,621 | $597,808,427 | increased by$67,507,806 |
| Apr 1, 2026 | Accounts | 915 | 929 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 171 | 164 | decreased by7 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $582,326,800 | $530,300,621 | decreased by$52,026,179 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 688 | 915 | increased by227 |
| Apr 1, 2022 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2022 | Clients | 151 | 171 | increased by20 |
| Apr 1, 2022 | AUM | $487,509,716 | $582,326,800 | increased by$94,817,084 |
| Apr 1, 2022 | Accounts | 610 | 688 | increased by78 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRAND WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRAND WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.