GRAND WEALTH MANAGEMENT, LLC
CRD #132137 SEC #801-63306 GRAND RAPIDS, MI (616) 451-4228
SEC Registered
Total AUM
$530.3M
Discretionary
$530.3M
Employees
13
Clients
101
Accounts
915
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $530.3M | $530.3M | $0 | 13 | 0 |
| Mar 2025 | $530.3M | $530.3M | $0 | 13 | 0 |
| Jun 2024 | $604.5M | $604.5M | $0 | 13 | 0 |
| Mar 2024 | $604.5M | $604.5M | $0 | 13 | 0 |
| Aug 2023 | $509.8M | $509.8M | $0 | 13 | 0 |
| Jul 2023 | $509.8M | $509.8M | $0 | 13 | 0 |
| Mar 2023 | $509.8M | $509.8M | $0 | 13 | 0 |
| Aug 2022 | $582.3M | $573.2M | $9.1M | 13 | 0 |
| Apr 2022 | $582.3M | $573.2M | $9.1M | 13 | 0 |
| Mar 2022 | $582.3M | $573.2M | $9.1M | 13 | 0 |
| Dec 2021 | $487.5M | $446.8M | $40.7M | 12 | 0 |
| Mar 2021 | $487.5M | $446.8M | $40.7M | 12 | 0 |
| Mar 2021 | $487.5M | $446.8M | $40.7M | 12 | 0 |
| Dec 2020 | $404.2M | $370.3M | $33.9M | 9 | 0 |
| Jun 2020 | $404.2M | $370.3M | $33.9M | 9 | 0 |
| Mar 2020 | $404.2M | $370.3M | $33.9M | 9 | 0 |
| Jan 2020 | $325.9M | $299.3M | $26.6M | 8 | 0 |
| Jul 2019 | $325.9M | $299.3M | $26.6M | 9 | 0 |
| Mar 2019 | $325.9M | $299.3M | $26.6M | 9 | 0 |
| Dec 2018 | $300.7M | $271.3M | $29.3M | 7 | 0 |
| Sep 2018 | $300.7M | $271.3M | $29.3M | 7 | 0 |
| Mar 2018 | $300.7M | $271.3M | $29.3M | 7 | 0 |
| Nov 2017 | $222M | $196.1M | $25.9M | 6 | 0 |
| Nov 2017 | $222M | $196.1M | $25.9M | 6 | 0 |
| Mar 2017 | $222M | $196.1M | $25.9M | 6 | 26 |
| Mar 2016 | $187.1M | $163.4M | $23.7M | 6 | 26 |
| Nov 2015 | $181.9M | $155.9M | $26M | 6 | 26 |
| Aug 2015 | $181.9M | $155.9M | $26M | 6 | 26 |
| Mar 2015 | $181.9M | $155.9M | $26M | 5 | 26 |
| Mar 2014 | $143.2M | $139.2M | $4M | 5 | 26 |
| Mar 2013 | $108.8M | $105.6M | $3.2M | 5 | 26 |
| Oct 2012 | $141.1M | $138.5M | $2.7M | 4 | 200 |
| Apr 2012 | $141.1M | $138.5M | $2.7M | 1 | 200 |
| Mar 2012 | $141.1M | $138.5M | $2.7M | 1 | 200 |
| Jun 2011 | $150.8M | $148M | $2.8M | 5 | -- |
| Mar 2011 | $142.9M | $140.3M | $2.6M | 5 | -- |
| Jan 2010 | $122M | $120M | $2M | 5 | -- |
| Feb 2007 | $43.4M | $35M | $8.5M | 5 | -- |
| Feb 2006 | $36.1M | $28.1M | $8M | 5 | -- |
| Feb 2005 | $30.2M | $22.1M | $8.1M | 5 | -- |
| Feb 2005 | $30.2M | $22.1M | $8.1M | 5 | -- |
| Dec 2004 | $29.3M | $21.5M | $7.8M | 5 | -- |
| Jul 2004 | $0 | $0 | $0 | 5 | -- |
| Jun 2004 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees13
Clients0
DateMar 2025
Total AUM$530.3M
Discretionary$530.3M
Non-Disc.$0
Employees13
Clients0
DateJun 2024
Total AUM$604.5M
Discretionary$604.5M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$604.5M
Discretionary$604.5M
Non-Disc.$0
Employees13
Clients0
DateAug 2023
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees13
Clients0
DateJul 2023
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees13
Clients0
DateMar 2023
Total AUM$509.8M
Discretionary$509.8M
Non-Disc.$0
Employees13
Clients0
DateAug 2022
Total AUM$582.3M
Discretionary$573.2M
Non-Disc.$9.1M
Employees13
Clients0
DateApr 2022
Total AUM$582.3M
Discretionary$573.2M
Non-Disc.$9.1M
Employees13
Clients0
DateMar 2022
Total AUM$582.3M
Discretionary$573.2M
Non-Disc.$9.1M
Employees13
Clients0
DateDec 2021
Total AUM$487.5M
Discretionary$446.8M
Non-Disc.$40.7M
Employees12
Clients0
DateMar 2021
Total AUM$487.5M
Discretionary$446.8M
Non-Disc.$40.7M
Employees12
Clients0
DateMar 2021
Total AUM$487.5M
Discretionary$446.8M
Non-Disc.$40.7M
Employees12
Clients0
DateDec 2020
Total AUM$404.2M
Discretionary$370.3M
Non-Disc.$33.9M
Employees9
Clients0
DateJun 2020
Total AUM$404.2M
Discretionary$370.3M
Non-Disc.$33.9M
Employees9
Clients0
DateMar 2020
Total AUM$404.2M
Discretionary$370.3M
Non-Disc.$33.9M
Employees9
Clients0
DateJan 2020
Total AUM$325.9M
Discretionary$299.3M
Non-Disc.$26.6M
Employees8
Clients0
DateJul 2019
Total AUM$325.9M
Discretionary$299.3M
Non-Disc.$26.6M
Employees9
Clients0
DateMar 2019
Total AUM$325.9M
Discretionary$299.3M
Non-Disc.$26.6M
Employees9
Clients0
DateDec 2018
Total AUM$300.7M
Discretionary$271.3M
Non-Disc.$29.3M
Employees7
Clients0
DateSep 2018
Total AUM$300.7M
Discretionary$271.3M
Non-Disc.$29.3M
Employees7
Clients0
DateMar 2018
Total AUM$300.7M
Discretionary$271.3M
Non-Disc.$29.3M
Employees7
Clients0
DateNov 2017
Total AUM$222M
Discretionary$196.1M
Non-Disc.$25.9M
Employees6
Clients0
DateNov 2017
Total AUM$222M
Discretionary$196.1M
Non-Disc.$25.9M
Employees6
Clients0
DateMar 2017
Total AUM$222M
Discretionary$196.1M
Non-Disc.$25.9M
Employees6
Clients26
DateMar 2016
Total AUM$187.1M
Discretionary$163.4M
Non-Disc.$23.7M
Employees6
Clients26
DateNov 2015
Total AUM$181.9M
Discretionary$155.9M
Non-Disc.$26M
Employees6
Clients26
DateAug 2015
Total AUM$181.9M
Discretionary$155.9M
Non-Disc.$26M
Employees6
Clients26
DateMar 2015
Total AUM$181.9M
Discretionary$155.9M
Non-Disc.$26M
Employees5
Clients26
DateMar 2014
Total AUM$143.2M
Discretionary$139.2M
Non-Disc.$4M
Employees5
Clients26
DateMar 2013
Total AUM$108.8M
Discretionary$105.6M
Non-Disc.$3.2M
Employees5
Clients26
DateOct 2012
Total AUM$141.1M
Discretionary$138.5M
Non-Disc.$2.7M
Employees4
Clients200
DateApr 2012
Total AUM$141.1M
Discretionary$138.5M
Non-Disc.$2.7M
Employees1
Clients200
DateMar 2012
Total AUM$141.1M
Discretionary$138.5M
Non-Disc.$2.7M
Employees1
Clients200
DateJun 2011
Total AUM$150.8M
Discretionary$148M
Non-Disc.$2.8M
Employees5
Clients--
DateMar 2011
Total AUM$142.9M
Discretionary$140.3M
Non-Disc.$2.6M
Employees5
Clients--
DateJan 2010
Total AUM$122M
Discretionary$120M
Non-Disc.$2M
Employees5
Clients--
DateFeb 2007
Total AUM$43.4M
Discretionary$35M
Non-Disc.$8.5M
Employees5
Clients--
DateFeb 2006
Total AUM$36.1M
Discretionary$28.1M
Non-Disc.$8M
Employees5
Clients--
DateFeb 2005
Total AUM$30.2M
Discretionary$22.1M
Non-Disc.$8.1M
Employees5
Clients--
DateFeb 2005
Total AUM$30.2M
Discretionary$22.1M
Non-Disc.$8.1M
Employees5
Clients--
DateDec 2004
Total AUM$29.3M
Discretionary$21.5M
Non-Disc.$7.8M
Employees5
Clients--
DateJul 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2004
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--