# Grant Private Wealth Management

> Grant Private Wealth Management is an SEC-registered investment advisory firm in Pleasanton, CA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 10, 2026.

- CRD: 292917
- Filed as: GRANT PRIVATE WEALTH MANAGEMENT
- Legal name: Grant Private Wealth Management, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Pleasanton, CA
- Filing period: October 2026
- Form ADV filing dated: September 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292917
- AdvisorCensus page: https://advisorcensus.com/firm/grant-private-wealth-management-pleasanton-ca-292917

## Quick answers

**How is Grant Private Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Grant Private Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Grant Private Wealth Management located?**
Grant Private Wealth Management's principal office is in Pleasanton, CA, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Grant Private Wealth Management registered with the SEC or a state?**
Grant Private Wealth Management is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 292917.

**How much does Grant Private Wealth Management manage?**
Grant Private Wealth Management reports $254,990,700 in regulatory assets under management in its Form ADV filing dated September 10, 2026 (99% discretionary).

**How have Grant Private Wealth Management's assets and staff changed since 2024?**
In the Form ADV data for Grant Private Wealth Management: Regulatory assets under management: $105,842,820 in the October 2024 data and $254,990,700 in the October 2026 data, up 141%. Total employees: 3 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Grant Private Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (127); high net worth individuals (111).

**Which custodians does Grant Private Wealth Management use?**
Grant Private Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Grant Private Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/292917

**What changed in Grant Private Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 5 to 6.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $254,990,700
- Discretionary: $252,090,700
- Non-discretionary: $2,900,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $34,751,900 |
| High net worth individuals | 111 | $220,238,800 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, GA, TX, UT, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- grantprivate.com
- yellowpages.com/walnut-creek-ca/mip/grant-wealth-management-no-selection-541113079
- yelp.com/biz/grant-private-wealth-management-inc-walnut-creek
- Facebook @category
- Instagram @gpwm.inc
- LinkedIn @grant-ter-avanesyan-cfp
- LinkedIn @luda-ter-avanesyan-b8535922

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $105,842,820 | 3 | August 22, 2024 |
| October 2025 | $133,883,000 | 5 | June 5, 2025 |
| October 2026 | $254,990,700 | 6 | September 10, 2026 |

Regulatory assets under management: $105,842,820 in the October 2024 data and $254,990,700 in the October 2026 data, up 141%.
Total employees: 3 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 5 to 6.

### July 2026
- Regulatory assets under management went from $196,273,760 to $254,990,700 (+30%).
- Registered or notice-filed in VA.

### March 2026
- Employees performing advisory functions went from 6 to 5.
- Regulatory assets under management went from $133,883,000 to $196,273,760 (+47%).

### December 2025
- Employees performing advisory functions went from 5 to 6.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Grant Private Wealth Management (CRD 292917): Form ADV filing data as of October 2026.