Grant Private Wealth Management, Inc.
- Regulatory AUM
- $255M
- Discretionary
- $252M
- Clients
- 238
- Avg AUM / client
- $1.1M
- Accounts
- 569
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 127 | $34.8M | 13.6% |
| High net worth individuals | 111 | $220M | 86.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Grant Konstantinovich Ter Avanesyan | Chief Compliance Officer/Chief Financial Officer | CFP | Jan 2021 (6y) | 50% – 75% |
| Lyudmila Ter Avanesyan | Chief Operations Officer | Jan 2021 (6y) | 50% – 75% | |
| Jamshid Behram Kekobad | Registered representative | Feb 2025 (1y) | ||
| Taras Zatvarskiy | Registered representative | May 2025 (1y) | ||
| David Charles Hart | Registered representative | CFA | Jun 2026 (0y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 880 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
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $255M (100% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗