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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-15-2004
- Office Locations
- 1
Office Locations
About Grand Wealth Management, LLC
Grand Wealth Management is a Grand Rapids, MI wealth management firm providing holistic planning and investment management for business owners and dedicated professionals, emphasizing transparent, tax-sensitive strategies to navigate complex compensation, retirement, and legacy goals. The team also supports lifestyle and multigenerational planning and has earned industry recognition including RIA Edge 100 and ThinkAdvisor Luminaries.
Reported data analysis
What the numbers show
Between August 18, 2025 and September 25, 2026, reported AUM increased 12.7%, from $530.3M to $597.8M.
Across 5 reported observations, AUM increased 2.7% between August 1, 2022 and September 25, 2026, from $582.3M to $597.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 6 advisory representatives and 156 clients, or 26 clients per representative. That equates to $3.8M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on September 25, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Grand Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY SCOTT WILLIAMS
Financial Advisor, General Partner
- CRD
- #2974931
- Ownership
- 50% but less than 75%
JANELLE NICOLE ANDERSON
Advisor, Chief Compliance Officer
- CRD
- --
- Ownership
- 10% but less than 25%
Showing 2 of 4 owners & executives
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Cameron J Clemens
--
- CRD
- #6902144
Emma Michelle Fabiano
Financial Planning Associate
- CRD
- #8092345
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $597,808,427 | $643,497 |
| Non-Discretionary | $0 | -- |
| Total | $597,808,427 | $643,497 |
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Separately Managed Accounts
SMA allocation detail is available
Grand Wealth Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Grand Wealth Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.