| 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 |
Grand Wealth Management, LLC reports $530.3 million in regulatory assets under management on its Form ADV.
Grand Wealth Management, LLC reports 13 employees.
Grand Wealth Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2004.
Grand Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $530.3M |
| Non-discretionary | $0 |
| Total (RAUM) | $530.3M |