Grand Wealth Management, LLC

Grand Wealth Management, LLC (CRD# 132137) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $187,106,753 in 274 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $682,871
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Grand Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Steven A. Starnes
CRD#: 5229609
200 Ottawa Avenue Nw, Suite 401, Grand Rapids, MI 49503
96
Wealthminder
score

Steven Starnes (CRD# 5229609) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 10 years of experience in the finance industry. Steven Starnes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jeffrey S. Williams
CRD#: 2974931
200 Ottawa Avenue Nw, Suite 401, Grand Rapids, MI 49503
96
Wealthminder
score

Jeffrey Williams (CRD# 2974931) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 19 years of experience in the finance industry. Jeffrey Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Ellen A. Winter
CRD#: 2974944
200 Ottawa Avenue Nw, Suite 401, Grand Rapids, MI 49503
96
Wealthminder
score

Ellen Winter (CRD# 2974944) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 18 years of experience in the finance industry. Ellen Winter has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Douglas A. Johnson
CRD#: 6307738
200 Ottawa Avenue Nw, Suite 401, Grand Rapids, MI 49503
89
Wealthminder
score

Douglas Johnson (CRD# 6307738) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.

5
Nicole K. Lam
CRD#: 6307726
200 Ottawa Avenue Nw, Suite 401, Grand Rapids, MI 49503
89
Wealthminder
score

Nicole Lam (CRD# 6307726) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.