Grant Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and accompanying financial planning to individual and high‑net‑worth clients, with an emphasis on equities alongside mutual funds, fixed income, ETFs, real estate funds, private placements and venture capital. As with most supported advisers, the firm documents client goals and risk tolerance in an Investment Policy Statement and generally charges asset‑based fees.
The firm seeks discretionary trading authority and applies a variety of analytical methods — including charting, fundamental, quantitative analysis and modern portfolio theory — and implements strategies that range from long‑ and short‑term trading to margin and options transactions. GWAL requires clients to custody assets at Interactive Brokers, provides quarterly custodian reports, and discloses that it may receive research or other soft‑dollar benefits from custodians.
What is atypical about GWAL is its stage of operations: formed recently, the firm reported zero assets under management and no client accounts as of May 2026 despite having three advisors and multiple offices, and it has recently removed digital‑asset services from its offering. The brochure also notes features that distinguish its practice mix — free financial planning for portfolio management clients, an explicit refusal to participate in wrap fee programs or accept performance‑based fees, and the use of relatively complex investment vehicles such as private placements, venture capital and leveraged/options strategies.
Client services
Expertise
Fee options
$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
See officeGreenwich CT
Advisors at this office
2
Most active in
Connecticut · Florida · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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 in Greenwich, CT, holding a Series 65 designation. He has experience working with Amberwave Capital Management, Orsid Realty, and Atreaus Capital Management, with a total of one year at Grant Wealth Advisors. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning services to individual and high-net-worth clients, utilizing a range of investment strategies including equities, mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm employs various analytical methods and offers complex investment vehicles while maintaining a distinctive practice that includes free financial planning for portfolio management clients and a refusal to accept performance-based fees.
Amelia K
Series 63, Series 65
Greenwich, CT
Grant Wealth Advisors LLC
Amelia King is a financial advisor at Grant Wealth Advisors LLC in Greenwich, CT, holding Series 63 and Series 65 licenses with one year of industry experience. She previously worked at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning to individual and high-net-worth clients, emphasizing equities alongside mutual funds, fixed income, ETFs, real estate funds, private placements, and venture capital. The firm applies various analytical methods and employs strategies ranging from long- and short-term trading to margin and options transactions.
Yoon C
Series 63, Series 65
Melville, NY
Grant Wealth Advisors LLC
Yoon Chang is an advisor at Grant Wealth Advisors LLC with Series 63 and Series 65 licenses. He has seven years of experience at Ohana Management and prior roles at Commonwealth Bank of Australia and Bloomberg LP. Chang joined Grant Wealth Advisors in 2025. Grant Wealth Advisors LLC provides discretionary and non-discretionary portfolio management and financial planning primarily for individual and high-net-worth clients. The firm employs a variety of analytical methods and implements strategies ranging from long- and short-term trading to margin and options transactions.
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