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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.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Richard Meriwether Swensson
Chief Compliance Officer, Chief Investment Officer, President
- 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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