Grand Wealth Management, Llc
- Regulatory AUM
- $598M
- Discretionary
- $598M
- Clients
- 156
- Avg AUM / client
- $3.8M
- Accounts
- 929
- Employees
- 12
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 35 | $16.1M | 2.69% |
| High net worth individuals | 112 | $475M | 79.5% |
| Pension and profit sharing plans | 4 | $58.4M | 9.77% |
| Charitable organizations | 3 | $20.5M | 3.42% |
| Corporations and other businesses | 2 | $27.6M | 4.62% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Owen Ames Kimball Co. Retirement Plan Owen Ames Kimball Co. | 2024 | |
| Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan Michigan Pain Consultants, Pc | 2024 |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey Scott Williams | Member Managing Principal | CFP Personal Financial Specialist | Jun 2004 (22y) | 50% – 75% |
| Calvin Daniel Wiersma | Financial Advisor | CFP | Jan 2020 (7y) | 10% – 25% |
| Anderson, Janelle, Nicole | Chief Compliance Officer | Mar 2020 (6y) | 10% – 25% | |
| Anastasia Katharina Wiese | Senior Financial Advisor | CFP | Jan 2021 (6y) | 10% – 25% |
| Douglas Anthony Johnson | Registered representative | Mar 2014 (12y) | ||
| Mark Andrew Rougas | Registered representative | CFP | Sep 2022 (4y) | |
| Ryan Matthew Deters | Registered representative | CFP | May 2023 (3y) | |
| Emma Michelle Fabiano | Registered representative | Dec 2025 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Owen Ames Kimball Co. Retirement Plan | Owen Ames Kimball Co. | 229 | $40.7M | 01/01/2024 |
| Michigan Pain Consultants, P.C. 401(k) Profit Sharing Plan | Michigan Pain Consultants, Pc | 0 | $9.2M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 961 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $494M (83% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗