GRIMES & COMPANY WEALTH MANAGEMENT, LLC
Legal name: GRIMES & COMPANY
CRD #109420 SEC #801-57193 WESTBOROUGH, MA 508-366-3883
SEC Registered Private Funds
Total AUM
$5.6B
Discretionary
$5.5B
Employees
53
Clients
251
Accounts
9,415
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $5.6B | $5.5B | $138.9M | 53 | 0 |
| Aug 2025 | $5.6B | $5.5B | $138.9M | 53 | 0 |
| Jun 2025 | $5.6B | $5.5B | $138.9M | 53 | 0 |
| May 2025 | $5.6B | $5.5B | $138.9M | 53 | 0 |
| Mar 2025 | $5.6B | $5.5B | $138.9M | 53 | 0 |
| Nov 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Oct 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Aug 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| May 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Apr 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Apr 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Mar 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Mar 2024 | $4.9B | $4.8B | $95.2M | 37 | 0 |
| Sep 2023 | $4.2B | $4.1B | $83.5M | 51 | 0 |
| Jul 2023 | $4.2B | $4.1B | $83.5M | 51 | 0 |
| Mar 2023 | $4.2B | $4.1B | $83.5M | 51 | 0 |
| Sep 2022 | $4.4B | $4.3B | $99.5M | 44 | 0 |
| Jun 2022 | $4.4B | $4.3B | $99.5M | 44 | 0 |
| Jun 2022 | $4.4B | $4.3B | $99.5M | 44 | 0 |
| Feb 2022 | $4.4B | $4.3B | $99.5M | 44 | 0 |
| Nov 2021 | $3.5B | $3.3B | $119.9M | 37 | 0 |
| Sep 2021 | $3.5B | $3.3B | $119.9M | 37 | 0 |
| May 2021 | $3.5B | $3.3B | $119.9M | 37 | 0 |
| Apr 2021 | $3.5B | $3.3B | $119.9M | 37 | 0 |
| Mar 2021 | $3.5B | $3.3B | $119.9M | 37 | 0 |
| Mar 2021 | $3.5B | $3.3B | $119.9M | 37 | 0 |
| Oct 2020 | $3.1B | $3B | $111.3M | 36 | 0 |
| Jun 2020 | $2.9B | $2.8B | $118.1M | 35 | 0 |
| Jun 2020 | $2.9B | $2.8B | $118.1M | 35 | 0 |
| Mar 2020 | $2.9B | $2.8B | $118.1M | 35 | 0 |
| Aug 2019 | $2.4B | $2.3B | $98M | 35 | 0 |
| May 2019 | $2.4B | $2.3B | $98M | 35 | 0 |
| Mar 2019 | $2.4B | $2.3B | $98M | 34 | 0 |
| Oct 2018 | $2.2B | $2.2B | $9.8M | 32 | 30 |
| Aug 2018 | $2.2B | $2.2B | $9.8M | 32 | 30 |
| Jul 2018 | $2.2B | $2.2B | $9.8M | 32 | 30 |
| Mar 2018 | $2.2B | $2.2B | $9.8M | 32 | 30 |
| Nov 2017 | $2B | $2B | $9.4M | 31 | 2,224 |
| Nov 2017 | $2B | $2B | $9.4M | 31 | 2,224 |
| Aug 2017 | $2B | $2B | $9.4M | 31 | 2,200 |
| Aug 2017 | $2B | $2B | $8.7M | 31 | 2,200 |
| Jun 2017 | $2B | $2B | $8.7M | 31 | 2,200 |
| May 2017 | $2B | $2B | $8.7M | 31 | 2,200 |
| Mar 2017 | $1.9B | $1.9B | $7.5M | 31 | 2,200 |
| Jun 2016 | $1.8B | $1.8B | $9.9M | 31 | 2,200 |
| Jun 2016 | $1.8B | $1.8B | $10.5M | 31 | 2,200 |
| Feb 2016 | $1.8B | $1.8B | $10.5M | 31 | 2,200 |
| Aug 2015 | $1.9B | $1.9B | $10.8M | 32 | 2,100 |
| Jul 2015 | $1.8B | $1.8B | $0 | 32 | 2,100 |
| May 2015 | $1.8B | $1.8B | $0 | 32 | 2,100 |
| Mar 2015 | $1.8B | $1.8B | $0 | 32 | 2,100 |
| Feb 2015 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Jan 2015 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Jul 2014 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Apr 2014 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Apr 2014 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Mar 2014 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Mar 2014 | $1.6B | $1.6B | $0 | 23 | 1,800 |
| Oct 2013 | $1.4B | $1.4B | $0 | 21 | 1,700 |
| Jul 2013 | $1.4B | $1.4B | $0 | 21 | 1,700 |
| Jul 2013 | $1.4B | $1.4B | $0 | 21 | 1,700 |
| Apr 2013 | $1.4B | $1.4B | $0 | 21 | 1,700 |
| Mar 2013 | $1.4B | $1.4B | $0 | 21 | 1,700 |
| Jan 2013 | $1.2B | $1.2B | $91.9K | 20 | 1,500 |
| Dec 2012 | $1.2B | $1.2B | $91.9K | 20 | 1,500 |
| Oct 2012 | $1.2B | $1.2B | $91.9K | 6 | 1,500 |
| Oct 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Oct 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Jul 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Jun 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Jun 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Apr 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Mar 2012 | $1.2B | $1.2B | $199.3K | 6 | 1,500 |
| Aug 2011 | $1.1B | $1.1B | $153.3K | 10 | -- |
| Jul 2011 | $1.1B | $1.1B | $153.3K | 10 | -- |
| Jul 2011 | $1B | $1B | $155.5K | 10 | -- |
| Jun 2011 | $1B | $1B | $155.5K | 10 | -- |
| Apr 2011 | $1B | $1B | $155.5K | 10 | -- |
| Mar 2011 | $1B | $1B | $155.5K | 10 | -- |
| Mar 2011 | $1B | $1B | $0 | 10 | -- |
| Feb 2011 | $1B | $1B | $0 | 10 | -- |
| Apr 2009 | $649.5M | $649.5M | $0 | 10 | -- |
| Jan 2008 | $781.3M | $781.3M | $0 | 10 | -- |
| Feb 2007 | $636.3M | $636.3M | $0 | 10 | -- |
| Jan 2006 | $398.6M | $398.6M | $0 | 10 | -- |
| Jan 2004 | $244.7M | $244.7M | $0 | 10 | -- |
| Apr 2002 | $261.8M | $261.8M | $0 | 5 | -- |
| Apr 2002 | $261.8M | $261.8M | $0 | 5 | -- |
| Apr 2002 | $255.5M | $255.5M | $0 | 5 | -- |
DateNov 2025
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$138.9M
Employees53
Clients0
DateAug 2025
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$138.9M
Employees53
Clients0
DateJun 2025
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$138.9M
Employees53
Clients0
DateMay 2025
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$138.9M
Employees53
Clients0
DateMar 2025
Total AUM$5.6B
Discretionary$5.5B
Non-Disc.$138.9M
Employees53
Clients0
DateNov 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateOct 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateAug 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateMay 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateApr 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateApr 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateMar 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateMar 2024
Total AUM$4.9B
Discretionary$4.8B
Non-Disc.$95.2M
Employees37
Clients0
DateSep 2023
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$83.5M
Employees51
Clients0
DateJul 2023
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$83.5M
Employees51
Clients0
DateMar 2023
Total AUM$4.2B
Discretionary$4.1B
Non-Disc.$83.5M
Employees51
Clients0
DateSep 2022
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$99.5M
Employees44
Clients0
DateJun 2022
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$99.5M
Employees44
Clients0
DateJun 2022
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$99.5M
Employees44
Clients0
DateFeb 2022
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$99.5M
Employees44
Clients0
DateNov 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$119.9M
Employees37
Clients0
DateSep 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$119.9M
Employees37
Clients0
DateMay 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$119.9M
Employees37
Clients0
DateApr 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$119.9M
Employees37
Clients0
DateMar 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$119.9M
Employees37
Clients0
DateMar 2021
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$119.9M
Employees37
Clients0
DateOct 2020
Total AUM$3.1B
Discretionary$3B
Non-Disc.$111.3M
Employees36
Clients0
DateJun 2020
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$118.1M
Employees35
Clients0
DateJun 2020
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$118.1M
Employees35
Clients0
DateMar 2020
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$118.1M
Employees35
Clients0
DateAug 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$98M
Employees35
Clients0
DateMay 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$98M
Employees35
Clients0
DateMar 2019
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$98M
Employees34
Clients0
DateOct 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$9.8M
Employees32
Clients30
DateAug 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$9.8M
Employees32
Clients30
DateJul 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$9.8M
Employees32
Clients30
DateMar 2018
Total AUM$2.2B
Discretionary$2.2B
Non-Disc.$9.8M
Employees32
Clients30
DateNov 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$9.4M
Employees31
Clients2,224
DateNov 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$9.4M
Employees31
Clients2,224
DateAug 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$9.4M
Employees31
Clients2,200
DateAug 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$8.7M
Employees31
Clients2,200
DateJun 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$8.7M
Employees31
Clients2,200
DateMay 2017
Total AUM$2B
Discretionary$2B
Non-Disc.$8.7M
Employees31
Clients2,200
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$7.5M
Employees31
Clients2,200
DateJun 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$9.9M
Employees31
Clients2,200
DateJun 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$10.5M
Employees31
Clients2,200
DateFeb 2016
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$10.5M
Employees31
Clients2,200
DateAug 2015
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$10.8M
Employees32
Clients2,100
DateJul 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees32
Clients2,100
DateMay 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees32
Clients2,100
DateMar 2015
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees32
Clients2,100
DateFeb 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateJan 2015
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateJul 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateApr 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateApr 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateMar 2014
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees23
Clients1,800
DateOct 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients1,700
DateJul 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients1,700
DateJul 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients1,700
DateApr 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients1,700
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees21
Clients1,700
DateJan 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$91.9K
Employees20
Clients1,500
DateDec 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$91.9K
Employees20
Clients1,500
DateOct 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$91.9K
Employees6
Clients1,500
DateOct 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateOct 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateJul 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateJun 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateJun 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateApr 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateMar 2012
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$199.3K
Employees6
Clients1,500
DateAug 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$153.3K
Employees10
Clients--
DateJul 2011
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$153.3K
Employees10
Clients--
DateJul 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$155.5K
Employees10
Clients--
DateJun 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$155.5K
Employees10
Clients--
DateApr 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$155.5K
Employees10
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$155.5K
Employees10
Clients--
DateMar 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateFeb 2011
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$649.5M
Discretionary$649.5M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$781.3M
Discretionary$781.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2007
Total AUM$636.3M
Discretionary$636.3M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$398.6M
Discretionary$398.6M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$244.7M
Discretionary$244.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$261.8M
Discretionary$261.8M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$255.5M
Discretionary$255.5M
Non-Disc.$0
Employees5
Clients--