| 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 |
Grant Private Wealth Management, Inc. reports $133.9 million in regulatory assets under management on its Form ADV.
Grant Private Wealth Management, Inc. reports 5 employees.
Grant Private Wealth Management, Inc. is based in Pleasanton, CA and has been SEC-registered since 2024.
Grant Private Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $133.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $133.9M |