Home
Financial Advisor
Michigan
Grand Rapids
GRAND WEALTH MANAGEMENT, LLC

GRAND WEALTH MANAGEMENT, LLC

Tel: (616) 451-4228 333 Bridge Street Nw Suite 800 Grand Rapids, Michigan 49504

About GRAND WEALTH MANAGEMENT, LLC

GRAND WEALTH MANAGEMENT, LLC is a Grand Rapids, Michigan based financial advisory firm with nearly $604,519,121 in assets under management and provides investment advisory services for 1062 clients. There are currently 13 financial advisors at the firm.

General Information
Firm CRD#:

132137

Firm SEC#:

801-63306

Assets Under Management:

$604,519,121

No. of Clients:

1062

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Michigan, Grand Rapids

FirmCRD#:282516
SEC#:801-107115
No. of Advisors:74
No. of Clients:85
AUM:$20,209,044,347
FirmCRD#:104683
SEC#:801-3475
No. of Advisors:15
No. of Clients:2599
AUM:$2,354,512,728
FirmCRD#:289913
SEC#:801-112177
No. of Advisors:26
No. of Clients:3183
AUM:$2,232,574,455
FirmCRD#:170939
SEC#:801-79728
No. of Advisors:15
No. of Clients:59
AUM:$1,628,447,738
FirmCRD#:7763
SEC#:801-106623
No. of Advisors:40
No. of Clients:3513
AUM:$1,071,810,373
FirmCRD#:125389
SEC#:801-79681
No. of Advisors:8
No. of Clients:891
AUM:$947,304,066
FirmCRD#:105472
SEC#:801-33761
No. of Advisors:14
No. of Clients:1180
AUM:$913,274,779
FirmCRD#:168831
SEC#:801-78536
No. of Advisors:6
No. of Clients:777
AUM:$870,037,039
FirmCRD#:166251
SEC#:801-110584
No. of Advisors:5
No. of Clients:669
AUM:$576,126,530
FirmCRD#:118048
SEC#:801-62198
No. of Advisors:8
No. of Clients:1465
AUM:$490,209,538
FirmCRD#:313469
SEC#:801-121837
No. of Advisors:8
No. of Clients:550
AUM:$446,640,410
FirmCRD#:140099
SEC#:801-70678
No. of Advisors:7
No. of Clients:1270
AUM:$393,802,741
FirmCRD#:290177
SEC#:801-126298
No. of Advisors:15
No. of Clients:11
AUM:$353,859,632
FirmCRD#:319351
SEC#:801-123724
No. of Advisors:4
No. of Clients:254
AUM:$346,000,000

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.