Grantd Wealth, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Grantd Wealth, Inc. is a small, recently reorganized registered investment adviser that offers discretionary and non‑discretionary portfolio management, comprehensive financial planning (including retirement and equity‑compensation planning), consulting, and occasional paid seminars and workshops. Like many supported firms, it generally implements percentage‑of‑AUM billing and provides portfolio management for individual clients while also offering aggregation and visibility for “held‑away” accounts.
The firm tailors strategies to client objectives using a mix of ETFs, equities, fixed income, options, tactical asset allocation, and both fundamental and technical analysis, with ongoing rebalancing via a constant‑ratio plan and the ability to take defensive positions based on proprietary metrics. Grantd Wealth also emphasizes tax‑aware planning and may allocate portions of client assets to third‑party subadvisors while documenting formal account reviews on an annual rather than quarterly basis.
Grantd Wealth’s regulatory filing discloses several atypical operational features: some advisory personnel are licensed independent insurance agents who receive commission‑based compensation for insurance sales, and certain staff provide tax‑preparation services through separate contracts—relationships the firm identifies and discloses as potential conflicts of interest. The firm is operating as a succession/initial filing with no reported assets under management at the time of the brochure, is a subsidiary of a parent company, and specifically discloses fees and practices around selection of other advisors, all of which are noteworthy relative to many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$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%
Some investment professionals are licensed insurance agents and may receive commissions for insurance products; these commissions are separate from advisory fees.
Fee-only: Stand-alone financial planning fees range from $2,000 to $15,000 one-time flat fee, depending on scope and asset level.
Main office
1700 Lincoln Street, 46th Floor
Denver CO 80203
Advisors at this office
3
Most active in
California · Colorado · Illinois · Texas
Also doing business as
Grantd Wealth, Inc. · Merriwether Investments, Inc.
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
Advisors at this firm
Jacob I
CFA®, Series 66
Denver, CO
Grantd Wealth, Inc.
Jacob Impellicceiri is a financial advisor at Grantd Wealth, Inc. with seven years of industry experience. He holds the CFA® designation and the Series 66 license. His prior experience includes roles at Deloitte Consulting LLP and multiple firms affiliated with Avantax. Additionally, he provides tax preparation services through A.F. McGervey and Company. Grantd Wealth, Inc. is a small registered investment adviser offering discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting services. The firm employs a mix of ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and annual formal account reviews.
Brian M
Series 66, Series 63
Denver, CO
Grantd Wealth, Inc.
Brian McDonald is a financial advisor at Grantd Wealth, Inc. in Denver, CO, holding Series 66 and Series 63 licenses with 31 years of industry experience. His career includes positions at Morgan Stanley and Charles Schwab & Co., Inc., among others. Grantd Wealth, Inc. is a recently reorganized registered investment adviser providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm serves individual clients using a variety of investment strategies including ETFs, equities, fixed income, and options, with an emphasis on tax-aware planning and tailored asset allocation.
Richard S
Series 63, Series 65
Denver, CO
Grantd Wealth, Inc.
Richard Swensson is a financial advisor at Grantd Wealth, Inc. with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at the United States Federal Reserve and Merriwether Investments, Inc. Grantd Wealth, Inc. is a small, recently reorganized registered investment adviser that provides discretionary and non-discretionary portfolio management, comprehensive financial planning, consulting, and occasionally offers seminars and workshops. The firm serves individual clients using tailored strategies involving ETFs, equities, fixed income, options, and tactical asset allocation, with an emphasis on tax-aware planning and a combination of fundamental and technical analysis.
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