Hedge Fund Database

GRAND WEALTH MANAGEMENT, LLC

Adviser information for GRAND WEALTH MANAGEMENT, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Michigan, United States

Employees

Total Number of Employees 13
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,062 $604.5M
Non-Discretionary 0 $0
Total 1,062 $604.5M

Clients

Type Number RAUM
Individuals 54 $29.2M
HNW Individuals 124 $454.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 6 $66.1M
Charitable organizations 7 $31.3M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses <5 $23.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 1
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-63306
SEC ERA File Number 801-63306
SEC CIK Numbers 1939443
SEC CRD Numbers 132137
Legal Entity Identifier None

Principal Office

333 BRIDGE STREET NW
SUITE 800
GRAND RAPIDS
MI
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: (616) 451-4228, Fax: (616) 451-4229

Websites

www.grandwealth.com/ www.linkedin.com/company/grand-wealth-management/

Chief Compliance Officer

JANELLE N. ANDERSON
333 BRIDGE STREET NW
SUITE 800
GRAND RAPIDS
MI
United States
Tel: (616) 451-4228
Fax: (616) 451-4229
(Full email address available in API data)

Regulatory Contact

JEFFREY S. WILLIAMS
MANAGING PRINCIPAL
333 BRIDGE STREET NW
SUITE 800
GRAND RAPIDS
MI
United States
Tel: (616) 451-4228
Fax: (616) 451-4229
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WILLIAMS, JEFFREY, SCOTT Individual – MEMBER - MANAGING PRINCIPAL 06/2004 25-50%
STARNES, STEVEN, ANDREW Individual – MEMBER - PRINCIPAL 10/2017 25-50%
ANDERSON, JANELLE, NICOLE Individual – CHIEF COMPLIANCE OFFICER 03/2020 5-10%
Wiese, Anastasia, K Individual – SENIOR FINANCIAL ADVISOR 01/2021 5-10%
WIERSMA, CALVIN, DANIEL Individual – FINANCIAL ADVISOR 10/2022 < 5%

No. Employees, Historic

2010020192020202120222023202420259 on 7/8/20198 on 1/9/20209 on 3/26/20209 on 6/30/20209 on 12/23/202012 on 3/22/202112 on 3/23/202112 on 12/9/202113 on 3/29/202213 on 4/28/202213 on 8/1/202213 on 3/30/202313 on 7/12/202313 on 8/10/202313 on 3/27/2024

RAUM, Historic

700M350M02019202020212022202320242025325920919 on 7/8/2019325920919 on 1/9/2020404205689 on 3/26/2020404205689 on 6/30/2020404205689 on 12/23/2020487509716 on 3/22/2021487509716 on 3/23/2021487509716 on 12/9/2021582326800 on 3/29/2022582326800 on 4/28/2022582326800 on 8/1/2022509769566 on 3/30/2023509769566 on 7/12/2023509769566 on 8/10/2023604519121 on 3/27/2024

No. Clients, Historic

20010002019202020212022202320242025127 on 7/8/2019127 on 1/9/2020136 on 3/26/2020136 on 6/30/2020136 on 12/23/2020151 on 3/22/2021151 on 3/23/2021151 on 12/9/2021171 on 3/29/2022171 on 4/28/2022171 on 8/1/2022186 on 3/30/2023186 on 7/12/2023186 on 8/10/2023194 on 3/27/2024

Holdings

From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMERICAN CENTY ETF TR AVANTIS RESPON U 58K 934 –
AMERICAN CENTY ETF TR AVANTIS RESPONSI 156K 3K –
AMERICAN CENTY ETF TR AVANTIS CORE FI 2M 46K –
AMERICAN CENTY ETF TR AVANTIS EMGMKT 8M 129K –
AMERICAN CENTY ETF TR CORE MUNI FXD IN 43K 934 –
AMERICAN CENTY ETF TR INTL EQT ETF 14M 221K –
AMERICAN CENTY ETF TR US SML CP VALU 274K 3K –
AMERICAN CENTY ETF TR US EQT ETF 10M 115K –
CENCORA INC COM 225K 1K –
DIMENSIONAL ETF TRUST GLOBAL CORE PLUS 2M 29K –
DIMENSIONAL ETF TRUST US TARGETED VLU 933K 18K –
DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 201K 4K –
DIMENSIONAL ETF TRUST EMERGING MARKETS 174K 5K –
DIMENSIONAL ETF TRUST INTERNATIONAL 521K 16K –
DIMENSIONAL ETF TRUST US CORE EQUITY 2 72M 2M –
DIMENSIONAL ETF TRUST US SUSTAINABILTY 77K 2K –
DIMENSIONAL ETF TRUST US MKTWIDE VALUE 147K 4K –
DIMENSIONAL ETF TRUST EMERGING MKTS CO 3M 122K –
DIMENSIONAL ETF TRUST INTL CORE EQUITY 6M 215K –
DIMENSIONAL ETF TRUST US REAL ESTATE E 2M 110K –
DIMENSIONAL ETF TRUST CORE FIXED INCOM 131K 3K –
DIMENSIONAL ETF TRUST WORLD EX US CORE 15M 574K –
EATON CORP PLC SHS 207K 660 –
FIDELITY COVINGTON TRUST MSCI RL EST ETF 257K 10K –
INVESCO QQQ TR UNIT SER 1 237K 494 –
ISHARES INC CORE MSCI EMKT 4M 75K –
ISHARES INC ESG AWR MSCI EM 2K 50 –
ISHARES TR CORE S&P TTL STK 7M 56K –
ISHARES TR SELECT DIVID ETF 109K 899 –
ISHARES TR CORE S&P500 ETF 203K 371 –
ISHARES TR S&P 500 VAL ETF 24K 130 –
ISHARES TR CORE S&P MCP ETF 11K 180 –
ISHARES TR RUS 2000 VAL ETF 132K 868 –
ISHARES TR CORE S&P SCP ETF 28K 263 –
ISHARES TR NATIONAL MUN ETF 2M 16K –
ISHARES TR ISHS 1-5YR INVS 1M 20K –
ISHARES TR MSCI USA ESG SLC 9K 84 –
ISHARES TR CORE HIGH DV ETF 100K 918 –
ISHARES TR 0-5 YR TIPS ETF 501K 5K –
ISHARES TR CORE MSCI EAFE 674K 9K –
ISHARES TR ESG AWRE 1 5 YR 405K 17K –
ISHARES TR ESG AW MSCI EAFE 11K 134 –
ISHARES TR CORE INTL AGGR 4M 88K –
ISHARES TR ESG AWR US AGRGT 1M 22K –
ISHARES TR ESG AWARE MSCI 230K 6K –
MICROSOFT CORP COM 639K 1K –
VANGUARD INDEX FDS SML CP GRW ETF 23K 91 –
VANGUARD INDEX FDS SM CP VAL ETF 320K 2K –
VANGUARD INDEX FDS MID CAP ETF 1K 5 –
VANGUARD INDEX FDS GROWTH ETF 64K 170 –
VANGUARD INDEX FDS VALUE ETF 86K 533 –
VANGUARD INDEX FDS SMALL CP ETF 1K 6 –
VANGUARD INDEX FDS TOTAL STK MKT 1M 4K –
VANGUARD MALVERN FDS CORE BD ETF 2M 25K –
VANGUARD MALVERN FDS STRM INFPROIDX 303K 6K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 46K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 4M 47K –
ZOMEDICA CORP COM 1K 10K –