GRAND WEALTH MANAGEMENT, LLC

GRAND RAPIDS, Michigan·6 registered advisors·CRD# 132137

SEC# 801-633060(616) 451-4228

01

Firm Overview

AUM

$605M

Regulatory assets under management

Employees

13

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at GRAND WEALTH MANAGEMENT, LLC

6 registered advisors

Anastasia K Wiese

GRAND RAPIDS, Michigan

Calvin Daniel Wiersma

GRAND RAPIDS, Michigan

Ellen Ann Winter

GRAND RAPIDS, Michigan

Janelle Nicole Anderson

GRAND RAPIDS, Michigan

Jeffrey Scott Williams

GRAND RAPIDS, Michigan

Steven Andrew Starnes

GRAND RAPIDS, Michigan

05

Office Locations

GRAND RAPIDS, Michigan

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Data sourced from SEC Form ADV filings. GRAND WEALTH MANAGEMENT, LLC (CRD# 132137) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.