Grand Wealth Management, LLC
● SEC registered since 2004CRD 132137SEC# 801-63306Grand Rapids, MI
Reg. AUM
$597.8M
Employees
12
Accounts
929
Location
Grand Rapids, MI
Grand Wealth Management, LLC assets under management
Grand Wealth Management, LLC is an investment advisory firm registered with the SEC based in Grand Rapids, MI. The firm has been registered since 2004. It reports $597.8 million in regulatory assets under management and employs 12 people.
Grand Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Calvin Daniel Wiersma | Financial Advisor | 10-25% | 2022 |
| Janelle Nicole Anderson Control | Chief Compliance Officer | 10-25% | 2020 |
| Jeffrey Scott Williams Control | Member - Managing Principal | 50-75% | 2004 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Grand Wealth Management, LLC manage?
Grand Wealth Management, LLC reports $597.8 million in regulatory assets under management on its Form ADV.
How many employees does Grand Wealth Management, LLC have?
Grand Wealth Management, LLC reports 12 employees.
Where is Grand Wealth Management, LLC located?
Grand Wealth Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2004.
Does Grand Wealth Management, LLC disclose fund performance?
Grand Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 333 Bridge Street NW, Suite 800, Grand Rapids, MI 49504 |
| Phone | (616) 451-4228 |
| Fax | (616) 451-4229 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$597.8M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$597.8Mregulatory AUM
Discretionary $597.8M