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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Grant Private Wealth Management Inc
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|---|---|
| CRD # | 292917 |
| SEC # | 801-130925 |
| CIK # | 0002056418 |
| AUM | $133.9 M (2025-06-05) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 925-378-5000 |
| Address | 4683 Chabot Drive Pleasanton, CA 94588 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Facebook Inc | 7.4 | ||
| Amazon Com Inc | 7.3 | ||
| Microsoft Corp | 7.0 | ||
| Coca Cola Co | 6.8 | ||
| Citigroup Inc | 6.7 | ||
| AT&T Inc | 6.7 | ||
| Exxon Mobil Corp | 6.1 | ||
| Apple Inc | 5.6 | ||
| Bank of America Corp /DE/ | 5.6 | ||
| Southern Co | 5.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 117 | 30.0 |
| (b) Individuals (high net worth individuals) | 62 | 103.9 |
| (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 | 416 | 133.9 |
| By Discretionary | ||
| Discretionary | 416 | 133.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 416 | 133.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 133.9 | |
| Total | 416 | 133.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056418] |
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