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| Grimes & Company Wealth Management LLC
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|---|---|
| CRD # | 109420 |
| SEC # | 801-57193 |
| CIK # | 0001321993 |
| AUM | $5.6 B (2025-06-13) |
| Employees | 53 (55% Investors, 11% Brokers) |
| Phone | 508-366-3883 |
| Address | One Technology Drive Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Microsoft Corp | 0.1 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Qualcomm Inc/DE | 0.0 | ||
| Amgen Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,987 | 0.9 |
| (b) Individuals (high net worth individuals) | 1,639 | 4.3 |
| (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 | 35 | 0.2 |
| (h) Charitable organizations | 26 | 0.1 |
| (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 | 25 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 9,415 | 5.6 |
| By Discretionary | ||
| Discretionary | 9,333 | 5.5 |
| Non-Discretionary | 82 | 0.1 |
| Total | 9,415 | 5.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.6 | |
| Total | 9,415 | 5.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001321993] |
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|---|---|---|
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CT | 5.7 |
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Bordeaux Wealth Advisors LLC
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Confluence Wealth Services Inc
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|
WCG Wealth Advisors LLC
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NV | 5.4 |
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First Foundation Advisors
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