Grantd Wealth, Inc.
State-registered
Investment Adviser · Boutique (under $100M)
CRD 340110
· Denver, CO
· www.linkedin.com
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ADV data as of Jul 24, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 4
AUM over time
$0
$0
Apr 23, 2026
Jul 24, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 24, 2026
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacob Neuman Impellicceiri | Registered representative | CFA | Apr 2026 (0y) | |
| Jay Tilden Proffitt | Registered representative | Apr 2026 (0y) | ||
| Richard Meriwether Swensson | Registered representative | Apr 2026 (0y) | ||
| Brian Thomas Mcdonald | Registered representative | Apr 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) | 04/23/2026 | 987 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 24, 2026.
View current Form ADV (SEC/IAPD) ↗