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| Grant Private Wealth Management Inc
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|---|---|
| CRD # | 292917 |
| SEC # | 801-130925 |
| CIK # | 0002056418 |
| AUM | 255.0 M (2026-06-03) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 925-378-5000 |
| Address | 4683 Chabot Drive Pleasanton, CA 94588 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002056418 |
| Sector | Form 13F Holdings | Value ($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 | ||
| Lam Research Corp | 4.2 | ||
| Uber Technologies Inc | 4.1 | ||
| Micron Technology Inc | 3.7 | ||
| Palantir Technologies Inc | 3.2 | ||
| J P Morgan Chase & Co | 3.1 | ||
| Netflix Inc | 2.6 | ||
| Intel Corp | 2.1 | ||
| Applied Materials Inc /DE | 2.1 | ||
| Abbott Laboratories | 1.8 | ||
| Caterpillar Inc | 1.8 | ||
| Visa Inc | 1.7 | ||
| UnitedHealth Group Inc | 1.7 | ||
| ServiceNow Inc | 1.7 | ||
| Texas Instruments Inc | 1.6 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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Five Talents Financial Management Group LLC
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Plotkin Financial Advisors LLC
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ACAP Asset Management Inc
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Clear Point Advisors Inc
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|
Elevation Capital Advisory LLC
✚
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|
Endeavor Wealth Advisors LLC
✚
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