# GRAND WEALTH MANAGEMENT, LLC

GRAND WEALTH MANAGEMENT, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser.

## Registration

- CRD: 132137
- Type: SEC-registered investment adviser
- SEC file number: 801-63306
- Location: 333 BRIDGE STREET NW, SUITE 800, GRAND RAPIDS, MI, 49504
- Phone: (616) 451-4228
- Latest filing: 2026-03-27
- Regulatory AUM: $597.8M
- Discretionary AUM: $597.8M
- Clients: 12
- Accounts: 929

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (12)

| Name | Role | Location |
| --- | --- | --- |
| Jeffrey Scott Williams | MEMBER - MANAGING PRINCIPAL | — |
| Janelle Nicole Anderson | CHIEF COMPLIANCE OFFICER | — |
| Calvin Daniel Wiersma | FINANCIAL ADVISOR | — |
| Anastasia K Wiese | SENIOR FINANCIAL ADVISOR | — |
| WILLIAMS DOUG SCOTT | MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER; MEMBER - MANAGING PRINCIPAL; MEMBER - MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| BOLLINE ELLEN WINTER | VICE PRESIDENT | — |
| WINTER ELLEN ANN | MEMBER - PRINCIPAL; PRINCIPAL | — |
| STARNES STEVEN ANDREW | MEMBER - PRINCIPAL; SENIOR FINANCIAL ADVISOR | — |
| ANDERSON JANELLE NICOLE | CHIEF COMPLIANCE OFFICER | — |
| Wiese Anastasia K | SENIOR FINANCIAL ADVISOR | — |
| WIERSMA CALVIN DANIEL | FINANCIAL ADVISOR | — |
| Ryan Matthew Deters | FINANCIAL ADVISOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/132137/brochure
- Similar advisers: https://search.stillhousedata.com/firm/132137/similar
- Related entities: https://search.stillhousedata.com/firm/132137/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/132137

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.