|
⚲
|
| Grant Private Wealth Management Inc
✚
|
|
|---|---|
| CRD # | 292917 |
| SEC # | 801-130925 |
| CIK # | 0002056418 |
| AUM | $255.0 M (2026-06-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 925-378-5000 |
| Address | 4683 Chabot Drive Pleasanton, CA 94588 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 28.3 | ||
| Facebook Inc | 14.7 | ||
| Apple Inc | 14.6 | ||
| Amazon Com Inc | 13.3 | ||
| Broadcom Inc | 12.1 | ||
| Advanced Micro Devices Inc | 8.5 | ||
| Alphabet Inc | 8.3 | ||
| Microsoft Corp | 6.7 | ||
| Tesla Motors Inc | 5.8 | ||
| Alphabet Inc | 4.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 127 | 34.8 |
| (b) Individuals (high net worth individuals) | 111 | 220.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 569 | 255.0 |
| By Discretionary | ||
| Discretionary | 566 | 252.1 |
| Non-Discretionary | 3 | 2.9 |
| Total | 569 | 255.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 255.0 | |
| Total | 569 | 255.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002056418] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Schaeffer Financial LLC
✚
|
MD | 0.3 |
|
Tingey Financial Group Inc
✚
|
0.3 | |
|
Tudor Financial Inc
✚
|
OH | 0.3 |
|
Five Talents Financial Management Group LLC
✚
|
IA | 0.3 |
|
Plotkin Financial Advisors LLC
✚
|
MD | 0.3 |
|
ACAP Asset Management Inc
✚
|
CA | 0.3 |
|
Integrated Wealth Management Inc
✚
|
OH | 0.3 |
|
Clear Point Advisors Inc
✚
|
NY | 0.3 |
|
Elevation Capital Advisory LLC
✚
|
OR | 0.3 |
|
Endeavor Wealth Advisors LLC
✚
|
OH | 0.3 |