Grand Wealth Management, LLC

Grand Wealth Management, LLC (CRD# 132137) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $604,519,121 in 1,062 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504
https://www.grandwealth.com/
By the Numbers
  • Total Assets Under Management
    605
    MILLION
  • Total Number of Accounts
    1,062
    ACCOUNTS
  • Average Account Value
    $569,227
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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MI, TX, VA

Financial Advisors at Grand Wealth Management, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Douglas Johnson, financial advisor Grand Rapids MI
Douglas A. Johnson
CRD#: 6307738
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504

Douglas Johnson (CRD# 6307738) 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.

2
Anastasia Wiese, financial advisor Grand Rapids MI
Anastasia K. Wiese
CRD#: 6266325
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504

Anastasia Wiese (CRD# 6266325) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 9 years of experience in the finance industry.

3
Jeffrey Williams, financial advisor Grand Rapids MI
Jeffrey S. Williams
CRD#: 2974931
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504

Jeffrey Williams (CRD# 2974931) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 25 years of experience in the finance industry.

4
Mark Clark, financial advisor Grand Rapids MI
Mark N. Clark
CRD#: 7676880
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504

Mark Clark (CRD# 7676880) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

5
Mark Rougas, financial advisor Grand Rapids MI
Mark A. Rougas
CRD#: 7635533
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504

Mark Rougas (CRD# 7635533) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.

6
Calvin Wiersma, financial advisor Grand Rapids MI
Calvin D. Wiersma
CRD#: 7096772
333 Bridge Street Nw, Suite 800, Grand Rapids, MI 49504

Calvin Wiersma (CRD# 7096772) is an Investment Advisor Representative working at Grand Wealth Management, LLC in Grand Rapids, MI and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals