SourcingSourcing

GRAND WEALTH MANAGEMENT, LLC

C39
CRD 132137·SEC 801-63306·GRAND RAPIDS, MI
AUM
$597.8M
$500M-$1B
Est. Revenue
$6.0M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRAND WEALTH MANAGEMENT, LLC
CRD
132137
SEC file #
801-63306
EIN
201183428
DBA names
—

Economics

AUM
$597.8M
AUM band
$500M-$1B
AUM trajectory
'20'26
$325.9M → $597.8M▲ +83%
Client mix
Individuals High Net Worth112
Individuals Other35
Pension Profit Sharing Plans4
Charitable Organizations3
Corporations2

Operations

Employees (total)
12
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
6 advisors → 6 advisors▬ 0%
Primary office
GRAND RAPIDS MI
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
linkedin.com/company/grand-wealth-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLIAMS, JEFFREY, SCOTT
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
WILLIAMS, JEFFREY, SCOTT
ANDERSON, JANELLE, NICOLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No
Form 5500 Plan Count
2
Form 5500 Total Compensation
65,069
Form 5500 Compensation Trajectory 3y
202565,069
Form 5500 Plan Count Trajectory 3y
20252
Schedule C Total Compensation
65,069
Schedule C Service Provider Rows
2

SEC EDGAR

Edgar Cik
0001939443
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2022-08-25
Edgar Last Filing Date
2026-05-08
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-05-08
Accession0001398344-26-008767

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
9
Bc Firm IAR Count
9
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
333 BRIDGE STREET NWSUITE 800GRAND RAPIDS, MI 49504
Business
333 BRIDGE STREET NWSUITE 800GRAND RAPIDS, MI 49504
Edgar EIN
201183428
Edgar Recent Filings
13F-HR2026-05-08 · 0001398344-26-008767
13F-HR2026-01-26 · 0001398344-26-001219
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2974931
Trust Company Affiliate
No

People (10)

10
WILLIAMS, JEFFREY, SCOTT
IAR · Direct Owner · 62.5%
2974931
WIERSMA, CALVIN, DANIEL
IAR · Direct Owner · 17.5%
7096772
ANDERSON, JANELLE, NICOLE
Direct Owner · 17.5%
5401820
DETERS, RYAN, MATTHEW
IAR · Direct Owner · 7.5%
7313942
DOUGLAS ANTHONY JOHNSON
IAR
6307738
Mark Andrew Rougas
IAR
7635533
Emma Michelle Fabiano
IAR
8092345
TROY FREDRICK KATTERHEINRICH
IAR
6992661
WHITNEY, ROGER, PATRICK
IAR
2159694
NICHOLS, TANYA, LYNN
IAR
4005676