Grand Wealth Management, LLC
Grand Wealth Management, LLC is an SEC Registered Investment Adviser headquartered in Grand Rapids, Michigan. Founded in the mid-2000s, the firm employs 13 professionals and provides holistic personal wealth management and financial planning services. Grand Wealth serves affluent individuals, business owners, and professionals, helping them manage investments, plan for retirement, navigate complex compensation structures, and structure legacies for future generations.
Investment Strategy
Grand Wealth Management delivers a comprehensive, holistic approach to wealth management, aligning client finances with their personal goals and values. The firm partners with clients over a lifetime of financial decisions, offering investment management, tax-sensitive planning, and detailed financial strategies tailored to business owners, professionals, and multi-generational families. Their process emphasizes transparency, collaboration, long-term planning, and maximizing after-tax return while helping clients achieve their life and legacy objectives.
Top Holdings
Equity Positions (71)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 37.68% | $73.3M | 2,045,117 | $29.26 | $35.84 | +$3.6M |
A AVDE | AMERICAN CENTY ETF TR | 10.08% | $19.6M | 264,851 | $57.52 | $74.01 | +$565.9K |
D DFAX | DIMENSIONAL ETF TRUST | 7.67% | $14.9M | 507,877 | $25.85 | $29.37 | +$907.6K |
A AVUS | AMERICAN CENTY ETF TR | 7.08% | $13.8M | 136,495 | $78.54 | $100.82 | +$1.9M |
A AVEM | AMERICAN CENTY ETF TR | 5.42% | $10.6M | 153,935 | $55.92 | $68.54 | +$581.5K |