G
$1.6M Total AUM
$1.6M Disc. AUM
-- 3Y CAGR
1 Employees
5 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-08-2024
- Office Locations
- 1
Office Locations
35951 Five Mile RD Livonia MI
About Grad Wealth Management Pllc
Grad Wealth Management Pllc is a Livonia-based RIA. The firm has been operating for 1 years. Managing $1.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$1.6M AVG AUM / ADVISOR
$327.8K AVG AUM / CLIENT
1.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
Jeffrey Glenn Grad
Chief Compliance Officer, CPA, Managing Member, Partner
- CRD
- #7130946
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,639,185 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,639,185 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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