Grantd Wealth, Inc.

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.