Grant Wealth Advisors LLC

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Client assets under management

Clients

Advisors

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

—

About

Grant Wealth Advisors provides ongoing portfolio management for individual and high-net-worth clients and prepares an Investment Policy Statement for each relationship to document goals, time horizon, and risk tolerance. The firm also offers digital asset education and consulting and separate operational consulting for Bitcoin mining as supplemental services.

The adviser typically seeks discretionary trading authority and tailors portfolios using a combination of fundamental, quantitative, and technical methods, with strategies that may include long- and short-term trading, options, and margin transactions. GWAL uses model allocations alongside client-specific recommendations and provides quarterly reporting through custodians.

Distinctive features disclosed in the brochure include a formal, non‑custodial digital asset consulting practice and a separate, fixed-fee Bitcoin mining operational consulting offering, together with an explicit policy that it will not hold client private keys or operate mining facilities. The filing also reports zero assets under management and no client accounts while listing three advisors, and it requires clients to use Interactive Brokers for execution, arrangements that differ from many peers.

Client services

Portfolio management

Expertise

Options & derivatives strategies Private / alternative investments Concentrated stock management

Fee options

Fixed

Digital asset education and consulting fees range from $5,000 to $50,000; Digital asset mining operational consulting fees range from $10,000 to $100,000.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.85% $5,000,001+: 0.65%

Main office location

Grant Wealth Advisors LLC

Greenwich CT, United States

Number of offices

Most active in

Connecticut · New York

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

212-767-9010

Advisors at this firm

Michael M

Series 65

Greenwich, CT

Grant Wealth Advisors LLC

Michael Madorsky is a financial advisor at Grant Wealth Advisors LLC with a Series 65 credential and over a decade of experience in the financial industry. His prior roles include positions at Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, interspersed with periods of retirement. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management to individuals and high-net-worth clients, with a focus on combining fundamental, technical, and quantitative analysis alongside modern portfolio theory. The firm also offers digital asset education and consulting, including operational consulting related to Bitcoin mining, delivered on a non-custodial basis.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Amelia K

Series 63, Series 65

Greenwich, CT

Grant Wealth Advisors LLC

Amelia King is a financial advisor with Oceanus Capital Partners, LLC, holding Series 63 and Series 65 credentials and one year of industry experience. She has been affiliated with Deutsche Banc Alex. Brown, Inc. since 2000. Oceanus Capital Partners provides portfolio management services to individuals, high-net-worth clients, and charitable organizations, offering equity-focused investment strategies that include mutual funds, fixed income, ETFs, real estate funds, non-U.S. securities, and private placements. The firm employs a variety of analytical methods and trading strategies, including options, and emphasizes documented risk tolerance and detailed quarterly reporting.

Options & derivatives strategies Private / alternative investments Concentrated stock management

Yoon C

Series 63, Series 65

Melville, NY

Grant Wealth Advisors LLC

Yoon Chang is a financial advisor at Grant Wealth Advisors LLC with credentials including Series 63 and Series 65 licenses. He has over nine years of experience in the financial industry, having previously worked at Ohana Management, Commonwealth Bank of Australia, and Bloomberg LP. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management to individual and high-net-worth clients and offers digital asset education, consulting, and operational consulting related to Bitcoin mining. The firm’s investment approach incorporates fundamental, technical, and quantitative analysis along with modern portfolio theory, employing various trading strategies as appropriate.

Options & derivatives strategies Private / alternative investments Concentrated stock management

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