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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 18, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | NA | |
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | NA | |
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | NA | |
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | NA | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | NA | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | NA | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | NA | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | NA | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | NA | |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | D | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | D | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| WILLIAMS, JEFFREY, SCOTT | I | MEMBER - MANAGING PRINCIPAL | C | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | B | Control |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| BOLLINE, ELLEN, WINTER | I | VICE PRESIDENT | B | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | B | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | B | |
| STARNES, STEVEN, ANDREW | I | SENIOR FINANCIAL ADVISOR | B | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | B | |
| STARNES, STEVEN, ANDREW | I | MEMBER - PRINCIPAL | B | |
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | B | |
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | B | |
| WIERSMA, CALVIN, DANIEL | I | FINANCIAL ADVISOR | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | MEMBER - PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | MEMBER - PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | MEMBER - PRINCIPAL | B | |
| WINTER, ELLEN, ANN | I | MEMBER - PRINCIPAL | B | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | B | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | B | |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| ANDERSON, JANELLE, NICOLE | I | CHIEF COMPLIANCE OFFICER | A | Control |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | A | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | A | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | A | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | A | |
| Wiese, Anastasia, K | I | SENIOR FINANCIAL ADVISOR | A |
Registrations
Federal
IA
Aug 18, 2025 REGISTERED
Notice Filings (6)
FL GA MI OH TX VA
Address
333 BRIDGE STREET NWSUITE 800
GRAND RAPIDS, MI 49504
United States
Phone: (616) 451-4228