GRANT PRIVATE WEALTH MANAGEMENT, INC.
Legal name: GRANT PRIVATE WEALTH MANAGEMENT
CRD #292917 SEC #801-130925 PLEASANTON, CA 925-378-5000
SEC Registered
Total AUM
$133.9M
Discretionary
$133.9M
Employees
6
Clients
0
Accounts
416
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $133.9M | $133.9M | $0 | 6 | 0 |
| Jun 2025 | $133.9M | $133.9M | $0 | 5 | 0 |
| May 2025 | $133.9M | $133.9M | $0 | 5 | 0 |
| Feb 2025 | $133.9M | $133.9M | $0 | 4 | 0 |
| Aug 2024 | $105.8M | $105.8M | $0 | 3 | 0 |
| Jul 2024 | $105.8M | $105.8M | $0 | 3 | 0 |
DateSep 2025
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees5
Clients0
DateMay 2025
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$133.9M
Discretionary$133.9M
Non-Disc.$0
Employees4
Clients0
DateAug 2024
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees3
Clients0
DateJul 2024
Total AUM$105.8M
Discretionary$105.8M
Non-Disc.$0
Employees3
Clients0