A complete list of active advisors currently associated with Grantd Wealth, Inc.

Warmer can help you find a great advisor at Grantd Wealth, Inc. or one who fits your needs even better.

Grantd Wealth provides advisory services to individual and institutional clients through both discretionary and non-discretionary portfolio management, and also offers financial planning, retirement planning and insurance analysis. The firm manages a small client base (18 clients) and reports no account minimum, with custodied assets primarily held at Charles Schwab. Investment programs are tailored to each client using a mix of exchange-traded products, equities, fixed income and mutual funds, with advice grounded in fundamental and technical analysis and asset-allocation work that includes constant-ratio rebalancing. The firm may employ options strategies (including covered calls and, where appropriate, uncovered options), may take defensive positions tied to proprietary metrics, and provides written recommendations along with client access to account information via the custodian portal. The brochure notes services that are uncommon among similar firms: Grantd Wealth distributes periodicals/newsletters and conducts educational seminars or workshops as part of its client outreach. Additional distinguishing features include its small scale (two advisors with roughly $3.25 million in total AUM), the firm’s use of third‑party money managers without receiving selection compensation, and a disclosed recent ownership transfer and principal background in fintech and cybersecurity that inform the firm’s operational profile.

To learn more about the advisors currently working at Grantd Wealth, Inc., 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.