RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 16, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
TER-AVANESYAN, GRANT, KONSTANTINOVICHICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERD Control
TER-AVANESYAN, GRANT, KONSTANTINOVICHICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERD Control
TER-AVANESYAN, GRANT, KONSTANTINOVICHICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERD Control
TER-AVANESYAN, GRANT, KONSTANTINOVICHICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERD Control
TER-AVANESYAN, GRANT, KONSTANTINOVICHICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERD Control
TER-AVANESYAN, GRANT, KONSTANTINOVICHICHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICERD Control
TER-AVANESYAN, LYUDMILAICHIEF OPERATIONS OFFICERD Control
TER-AVANESYAN, LYUDMILAICHIEF OPERATIONS OFFICERD Control
TER-AVANESYAN, LYUDMILAICHIEF OPERATIONS OFFICERD Control
TER-AVANESYAN, LYUDMILAICHIEF OPERATIONS OFFICERD Control
TER-AVANESYAN, LYUDMILAICHIEF OPERATIONS OFFICERD Control
TER-AVANESYAN, LYUDMILAICHIEF OPERATIONS OFFICERD Control

Registrations

Federal

IA
Sep 16, 2025 REGISTERED

Notice Filings (5)

CA CO GA TX UT

Address

4683 CHABOT DRIVE
SUITE 101
PLEASANTON, CA 94588
United States
Phone: 925-378-5000