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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-25-2021
- Office Locations
- 2
Office Locations
About Grantd Wealth, Inc.
Merriwether (GRANTD Wealth, Inc.) is a registered investment adviser providing investment management and financial planning across stocks, bonds and alternative investments, with a risk-management-first approach. The firm’s portfolios skew heavily to ETFs alongside U.S. government/agency bonds, and it custody clears through Charles Schwab—useful context for product and platform fit.
Reported data analysis
What the numbers show
Of the latest reported AUM, 89.0% is discretionary and 11.0% is non-discretionary.
The firm reports 2 advisory representatives and 18 clients, or 9 clients per representative. That equates to $180.7K in reported AUM per client.
The profile lists 2 reported office locations and 5 years in operation. The source data was last updated on February 2, 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
- Investment Themes
- Investment Vehicles
- Platform
- Services
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The full Grantd Wealth, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Richard Meriwether Swensson
Chief Investment Officer
- CRD
- #6244247
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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Jacob Neuman Impellicceiri
DIRECTOR, MANAGING PRINCIPAL
- CRD
- #6699882
Jay Tilden Proffitt
Chief Compliance Officer
- CRD
- #3176046
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,894,772 | -- |
| Non-Discretionary | $358,536 | -- |
| Total | $3,253,308 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Grantd Wealth, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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