You're signed outSign in or to get full access.
Grant Private Wealth Management Inc.
Grant Private Wealth Management Inc is a fee-based investment management and advisory firm headquartered in Pleasanton, California. Founded in 2018 by Grant K. Ter-Avanesyan and Lyudmila Ter-Avanesyan, the firm primarily serves individuals and high net worth individuals. The firm offers personalized financial planning, investment strategies, and legacy planning services, focusing on long-term client relationships. As of 2025, the firm employs approximately five people and manages over $130 million in client assets.
Investment Strategy
Grant Private Wealth Management Inc provides comprehensive financial planning and investment solutions tailored to each client’s needs. Their approach includes personalized asset allocation, tax planning, investment in individual stocks and bonds, ETFs, and mutual funds, as well as strategies for retirement, wealth transfer, and estate preservation. The firm emphasizes building long-term client relationships and trust, supporting clients through major life events and multi-generational wealth management.
Latest 13F Filing Activity
Grant Private Wealth Management Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 140 equity positions with a total 13F market value of $162M. The fund increased holdings in Nvidia Corporation, Broadcom Inc., Tesla Inc. among other positions. Grant Private Wealth Management Inc. reduced exposure to First TR Exchng Traded FD VI, AT&T Inc., Coca Cola Co. among others.
Top Holdings
Equity Positions (140)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 12.82% | $20.8M | 111,410 | $173.80 | $186.58 | +$16.5M |
M META | META PLATFORMS INC | 5.46% | $8.8M | 12,042 | $641.59 | $734.38 | +$1.4M |
A AAPL | APPLE INC | 5.04% | $8.2M | 32,111 | $237.11 | $254.63 | +$2.6M |
A AVGO | BROADCOM INC | 4.77% | $7.7M | 23,450 | $326.25 | $329.91 | +$7.5M |
A AMZN | AMAZON COM INC | 4.53% | $7.3M | 33,449 | $218.74 | $219.57 | +$87.9K |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more