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GRANT PRIVATE WEALTH MANAGEMENT
Legal name: GRANT PRIVATE WEALTH MANAGEMENT, INC.
CRD 292917File 801-130925
APPROVED
Retail clients
Filing as of Sep 10, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$255.0M
Below cohort median (national)
Discretionary AUM
$252.1M
Non-discretionary $2.9M
Clients
238
569 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Aug 16, 2024
- Principal office
- 4683 CHABOT DRIVE, SUITE 101, PLEASANTON, CA, 94588
- Phone
- 925-378-5000
- Website
- https://grantprivate.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $255.0M
- Discretionary AUM
- $252.1M
- Non-discretionary AUM
- $2.9M
- Discretionary accounts
- 566
- Non-discretionary accounts
- 3
- Total accounts
- 569
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 111 | $220.2M |
| Individuals (other than high net worth individuals) | 127 | $34.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|---|
| Jul 1, 2026 | Clients | 211 | 238 | increased by27 |
| Jul 1, 2026 | AUM | $196,273,760 | $254,990,700 | increased by$58,716,940 |
| Jul 1, 2026 | Accounts | 482 | 569 | increased by87 |
| Mar 1, 2026 | Employees | 6 | 5 | decreased by1 |
| Mar 1, 2026 | Clients | 179 | 211 | increased by32 |
| Mar 1, 2026 | AUM | $133,883,000 | $196,273,760 | increased by$62,390,760 |
| Mar 1, 2026 | Accounts | 416 | 482 | increased by66 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 6 | increased by2 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “GRANT PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GRANT PRIVATE” 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.