Grant Private Wealth Management, Inc.
● SEC registered since 2024CRD 292917SEC# 801-130925Pleasanton, CA
Reg. AUM
$255M
Employees
5
Accounts
569
Location
Pleasanton, CA
Grant Private Wealth Management, Inc. assets under management
Grant Private Wealth Management, Inc. is an investment advisory firm registered with the SEC based in Pleasanton, CA. The firm has been registered since 2024. It reports $255 million in regulatory assets under management and employs 5 people.
Grant Private Wealth Management, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Grant Konstantinovich Ter-Avanesyan Control | Chief Compliance Officer/Chief Financial Officer | 50-75% | 2021 |
| Lyudmila Ter-Avanesyan Control | Chief Operations Officer | 50-75% | 2021 |
Frequently asked questions
How much does Grant Private Wealth Management, Inc. manage?
Grant Private Wealth Management, Inc. reports $255 million in regulatory assets under management on its Form ADV.
How many employees does Grant Private Wealth Management, Inc. have?
Grant Private Wealth Management, Inc. reports 5 employees.
Where is Grant Private Wealth Management, Inc. located?
Grant Private Wealth Management, Inc. is based in Pleasanton, CA and has been SEC-registered since 2024.
Does Grant Private Wealth Management, Inc. disclose fund performance?
Grant Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4683 Chabot Drive, Suite 101, Pleasanton, CA 94588 |
| Phone | 925-378-5000 |
| Fax | 925-378-2000 |
| Office hours | 9:00a.m.-5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$255M▲ 90%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 67%
Larger than 33% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$255Mregulatory AUM
Discretionary $252.1MNon-discretionary $2.9M