Greenwich, CT Office
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Grant Wealth Advisors LLC
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Firm-wide stats for Grant Wealth Advisors LLC
About
Grant Wealth Advisors positions itself to provide discretionary portfolio management and related financial planning for individual investors, and its brochure states it will work with both standard and high-net-worth individuals. Despite that client focus, the firm reported zero client accounts and no assets under management as of the latest filing, indicating it has not yet established an active retail client base.
The firm says it builds an individualized Investment Policy Statement for each client and seeks discretionary authority to implement portfolios, using a mix of fundamental, quantitative, technical and modern portfolio theory in its analysis. GWAL’s stated strategies span long- and short-term trading and explicitly include margin and options trading, ETFs (including precious-metals exposure), real estate funds, private placements and venture capital, and it provides financial planning to portfolio management clients at no additional charge.
What is distinctive for a firm of this size is its combination of being newly formed with no reported AUM while requiring clients to custody at specific firms (Interactive Brokers and Charles Schwab), rather than allowing client-directed custodians. The brochure also documents a relatively broad and higher-risk investable universe (venture capital, private placements, commodities, margin and options) and reliance on custodian-provided research/soft-dollar benefits, which differentiates GWAL from many similarly sized supported advisers.
Based on Grant Wealth Advisors LLC
Expertise
Based on Grant Wealth Advisors LLC
Location
Greenwich CT
Advisors at this office
2
Advisors at this office
Michael M
Series 65
Greenwich, CT
Grant Wealth Advisors LLC
Michael Madorsky is a Series 65-registered advisor with Grant Wealth Advisors LLC in Greenwich, CT. He has one year of industry experience, including prior roles at Amberwave Capital Management and Atreaus Capital Management. His background also includes work with Orsid Realty and periods of retirement. Grant Wealth Advisors provides discretionary portfolio management and financial planning services for individual investors, focusing on both standard and high-net-worth clients. The firm employs a variety of investment strategies, including fundamental, quantitative, and technical analysis, and offers access to a broad range of asset classes such as venture capital, private placements, and options trading.
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. Her prior roles include positions at Oceanus Capital Partners, Diamond Standard, Exante Data, and Market Compass LLC. Grant Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual investors, including high-net-worth clients. The firm employs a diverse investment approach incorporating fundamental, quantitative, technical, and modern portfolio theory, and includes higher-risk strategies such as margin and options trading, private placements, and venture capital.
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