Grantd Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 4 employees
Firm type
Supported
1-4 advisors or >$200M in AUM
Average account size
—
About
Grantd Wealth provides discretionary portfolio management, financial planning, retirement planning, and consulting to individuals, high-net-worth clients, and corporations. The firm offers tailored asset management using a mix of exchange-traded products, fixed income, equities, options, and mutual funds, and also supports broader planning needs such as cash flow, education, business-owner, and legacy planning.
Investment decisions are customized to each client’s objectives and risk tolerance and incorporate fundamental and technical analysis, tactical asset allocation, covered-call and income strategies, and bond laddering. The firm explicitly integrates tax-aware investment planning and equity-compensation planning (including exercise/sale timing and concentration risk), coordinating with clients’ tax and legal advisers when appropriate.
Compared with many peers, Grantd Wealth combines comprehensive financial planning with portfolio management and offers stand‑alone, fixed-fee planning engagements alongside its asset management services. It is affiliated with a parent company that develops tax and grant-diversification technology to support equity-compensation work, allows associated persons who are licensed insurance agents (with state-specific restrictions on commission receipt), serves both individual and corporate clients, and does not act as a private fund adviser.
Client services
Expertise
Occupation focus
Fee options
$2,000 to $15,000 one-time flat fee for stand-alone financial planning services, tiered by scope and asset levels
$0 - $100,000: 1.50% $100,001 - $250,000: 1.35% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.15% $1,000,001 - $2,500,000: 1.00% $2,500,001 - $6,000,000: 0.95% $6,000,001 - $10,000,000: 0.90% $10,000,001 - $25,000,000: 0.85% $25,000,001+: 0.75%
Main office location
Grantd Wealth, Inc.
1700 Lincoln Street, 46 Th Floor
Denver CO 80203, United States
Number of offices
1
Most active in
California · Colorado · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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