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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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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Emma Michelle Fabiano
--
- CRD
- #8092345
DOUGLAS ANTHONY JOHNSON
Owner
- CRD
- #6307738
Showing 2 of 7 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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