A complete list of active advisors currently associated with Grant Wealth Advisors LLC
Warmer can help you find a great advisor at Grant Wealth Advisors LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Grant Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Grant Wealth Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Melville, NY
| 0
| |
Greenwich, CT
| 1
| |
Greenwich, CT
| 0
|
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