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GRANT PRIVATE WEALTH MANAGEMENT

PLEASANTON, CA · CRD 292917 · IAPD ↗ · 925-378-5000

$255.0MRegulatory AUM
6Advisory reps
6Employees
1Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — GRANT PRIVATE WEALTH MANAGEMENT notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
July 2026 — GRANT PRIVATE WEALTH MANAGEMENT reported RAUM up 30% ($196.3M -> $255.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
March 2026 — GRANT PRIVATE WEALTH MANAGEMENT reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
March 2026 — GRANT PRIVATE WEALTH MANAGEMENT reported RAUM up 47% ($133.9M -> $196.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
60
March 2025 — GRANT PRIVATE WEALTH MANAGEMENT reported RAUM up 26% ($105.8M -> $133.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
September 2024 — GRANT PRIVATE WEALTH MANAGEMENT (PLEASANTON, CA) is newly SEC-registered with $105.8M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.