GRANT PRIVATE WEALTH MANAGEMENT
Latest filing: Jun 05, 2025 (65 days ago)
AUM
$133,883,000
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
PLEASANTON, CA
4683 CHABOT DRIVE, PLEASANTON, CA, UNITED STATES, 94588
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.1 |
| Non-Discretionary | $0.0 |
| Total | $0.1 |
| Client | AUM |
|---|---|
| Retail | $0.1 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.1 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 117 | $0.0 |
| Average Individual AUM | $256,607 | |
| HNW | 62 | $0.1 |
| Average HNW AUM | $1,675,161 | |
| Retail Total | 179 | $0.1 |
| Average Retail AUM | $747,950 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.1 |
| Retail SMA AUM | $0.1 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 70% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 2% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 4% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 16% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 7% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.1 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
| No control persons found |
ADVDB.CO • SOURCE: SEC
Representatives
3 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| GRANT TER-AVANESYAN | PLEASANTON | CA | S63|2008-02-04|S66|2009-03-28 | CERTIFIED FINANCIAL PLANNER | |||||
| LORENZO ALFONSO | PLEASANTON | CA | S65|2024-05-02 | ||||||
| LYUDMILA TER-AVANESYAN | PLEASANTON | CA | S63|2013-02-11|S65|2018-02-14 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-08-01 | $0.1 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.1 | $0.0 | 0% | 4 | 1 | 25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-08/16/2024, CO-08/16/2024, GA-08/16/2024, TX-08/16/2024, UT-08/16/2024 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV