GRAND WEALTH MANAGEMENT, LLC of GRAND RAPIDS, MI is an SEC-registered investment adviser (CRD 132137). Regulatory assets under management: $597.8M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |