GRANT/GROSSMENDELSOHN, LLC
Legal name: GGM WEALTH ADVISORS
CRD #111509 SEC #801-50972 BALTIMORE, MD 410-685-9685
SEC Registered
Total AUM
$446.8M
Discretionary
$437.1M
Employees
7
Clients
0
Accounts
889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $446.8M | $437.1M | $9.6M | 7 | 10 |
| Feb 2025 | $446.8M | $437.1M | $9.6M | 7 | 10 |
| Mar 2024 | $443.1M | $419.2M | $23.9M | 7 | 10 |
| Oct 2023 | $434.4M | $412.8M | $21.6M | 7 | 8 |
| Feb 2023 | $434.4M | $412.8M | $21.6M | 7 | 8 |
| Feb 2022 | $458.8M | $431M | $27.9M | 9 | 7 |
| Mar 2021 | $425.2M | $397.6M | $27.6M | 7 | 7 |
| Jun 2020 | $368.5M | $348.8M | $19.7M | 7 | 5 |
| Mar 2020 | $368.5M | $348.8M | $19.7M | 7 | 5 |
| Feb 2019 | $324.4M | $310M | $14.5M | 6 | 4 |
| May 2018 | $262.4M | $259M | $3.3M | 6 | 2 |
| Mar 2018 | $262.4M | $259M | $3.3M | 6 | 2 |
| Aug 2017 | $225.7M | $223.3M | $2.4M | 5 | 200 |
| Mar 2017 | $225.7M | $223.3M | $2.4M | 5 | 200 |
| Jan 2017 | $235.2M | $232.5M | $2.7M | 6 | 150 |
| Mar 2016 | $235.2M | $232.5M | $2.7M | 6 | 150 |
| Dec 2015 | $264.9M | $262.8M | $2M | 5 | 200 |
| Mar 2015 | $264.9M | $262.8M | $2M | 5 | 200 |
| Dec 2014 | $275.5M | $274M | $1.5M | 6 | 200 |
| Oct 2014 | $275.5M | $274M | $1.5M | 6 | 200 |
| Jun 2014 | $275.5M | $274M | $1.5M | 6 | 200 |
| Mar 2014 | $275.5M | $274M | $1.5M | 5 | 200 |
| Jun 2013 | $265.4M | $263.4M | $2M | 5 | 150 |
| Mar 2013 | $265.4M | $263.4M | $2M | 5 | 150 |
| Aug 2012 | $249.5M | $247.5M | $2M | 1 | 150 |
| Mar 2012 | $249.5M | $247.5M | $2M | 1 | 150 |
| May 2011 | $188M | $186M | $2M | 5 | -- |
| Mar 2011 | $188M | $186M | $2M | 5 | -- |
| Mar 2010 | $156M | $154M | $2M | 5 | -- |
| Feb 2009 | $144.6M | $142.7M | $1.9M | 5 | -- |
| Feb 2006 | $108.6M | $107.6M | $1M | 5 | -- |
| Sep 2005 | $101.6M | $100.6M | $975.1K | 5 | -- |
| Feb 2005 | $101.6M | $100.6M | $975.1K | 5 | -- |
| Jan 2005 | $89.9M | $88.8M | $1.1M | 5 | -- |
| Apr 2002 | $64M | $58.5M | $5.5M | 5 | -- |
DateMar 2025
Total AUM$446.8M
Discretionary$437.1M
Non-Disc.$9.6M
Employees7
Clients10
DateFeb 2025
Total AUM$446.8M
Discretionary$437.1M
Non-Disc.$9.6M
Employees7
Clients10
DateMar 2024
Total AUM$443.1M
Discretionary$419.2M
Non-Disc.$23.9M
Employees7
Clients10
DateOct 2023
Total AUM$434.4M
Discretionary$412.8M
Non-Disc.$21.6M
Employees7
Clients8
DateFeb 2023
Total AUM$434.4M
Discretionary$412.8M
Non-Disc.$21.6M
Employees7
Clients8
DateFeb 2022
Total AUM$458.8M
Discretionary$431M
Non-Disc.$27.9M
Employees9
Clients7
DateMar 2021
Total AUM$425.2M
Discretionary$397.6M
Non-Disc.$27.6M
Employees7
Clients7
DateJun 2020
Total AUM$368.5M
Discretionary$348.8M
Non-Disc.$19.7M
Employees7
Clients5
DateMar 2020
Total AUM$368.5M
Discretionary$348.8M
Non-Disc.$19.7M
Employees7
Clients5
DateFeb 2019
Total AUM$324.4M
Discretionary$310M
Non-Disc.$14.5M
Employees6
Clients4
DateMay 2018
Total AUM$262.4M
Discretionary$259M
Non-Disc.$3.3M
Employees6
Clients2
DateMar 2018
Total AUM$262.4M
Discretionary$259M
Non-Disc.$3.3M
Employees6
Clients2
DateAug 2017
Total AUM$225.7M
Discretionary$223.3M
Non-Disc.$2.4M
Employees5
Clients200
DateMar 2017
Total AUM$225.7M
Discretionary$223.3M
Non-Disc.$2.4M
Employees5
Clients200
DateJan 2017
Total AUM$235.2M
Discretionary$232.5M
Non-Disc.$2.7M
Employees6
Clients150
DateMar 2016
Total AUM$235.2M
Discretionary$232.5M
Non-Disc.$2.7M
Employees6
Clients150
DateDec 2015
Total AUM$264.9M
Discretionary$262.8M
Non-Disc.$2M
Employees5
Clients200
DateMar 2015
Total AUM$264.9M
Discretionary$262.8M
Non-Disc.$2M
Employees5
Clients200
DateDec 2014
Total AUM$275.5M
Discretionary$274M
Non-Disc.$1.5M
Employees6
Clients200
DateOct 2014
Total AUM$275.5M
Discretionary$274M
Non-Disc.$1.5M
Employees6
Clients200
DateJun 2014
Total AUM$275.5M
Discretionary$274M
Non-Disc.$1.5M
Employees6
Clients200
DateMar 2014
Total AUM$275.5M
Discretionary$274M
Non-Disc.$1.5M
Employees5
Clients200
DateJun 2013
Total AUM$265.4M
Discretionary$263.4M
Non-Disc.$2M
Employees5
Clients150
DateMar 2013
Total AUM$265.4M
Discretionary$263.4M
Non-Disc.$2M
Employees5
Clients150
DateAug 2012
Total AUM$249.5M
Discretionary$247.5M
Non-Disc.$2M
Employees1
Clients150
DateMar 2012
Total AUM$249.5M
Discretionary$247.5M
Non-Disc.$2M
Employees1
Clients150
DateMay 2011
Total AUM$188M
Discretionary$186M
Non-Disc.$2M
Employees5
Clients--
DateMar 2011
Total AUM$188M
Discretionary$186M
Non-Disc.$2M
Employees5
Clients--
DateMar 2010
Total AUM$156M
Discretionary$154M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2009
Total AUM$144.6M
Discretionary$142.7M
Non-Disc.$1.9M
Employees5
Clients--
DateFeb 2006
Total AUM$108.6M
Discretionary$107.6M
Non-Disc.$1M
Employees5
Clients--
DateSep 2005
Total AUM$101.6M
Discretionary$100.6M
Non-Disc.$975.1K
Employees5
Clients--
DateFeb 2005
Total AUM$101.6M
Discretionary$100.6M
Non-Disc.$975.1K
Employees5
Clients--
DateJan 2005
Total AUM$89.9M
Discretionary$88.8M
Non-Disc.$1.1M
Employees5
Clients--
DateApr 2002
Total AUM$64M
Discretionary$58.5M
Non-Disc.$5.5M
Employees5
Clients--