# GRANT PRIVATE WEALTH MANAGEMENT, INC.

GRANT PRIVATE WEALTH MANAGEMENT, INC. of PLEASANTON, CA is an SEC-registered investment adviser.

## Registration

- CRD: 292917
- Type: SEC-registered investment adviser
- SEC file number: 801-130925
- Location: 4683 CHABOT DRIVE, SUITE 101, PLEASANTON, CA, 94588
- Phone: 925-378-5000
- Latest filing: 2026-06-03
- Regulatory AUM: $255.0M
- Discretionary AUM: $252.1M
- Non-discretionary AUM: $2.9M
- Clients: 5
- Accounts: 569

## Business model

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

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Grant Konstantinovich Ter-Avanesyan | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| Lyudmila Ter-Avanesyan | CHIEF OPERATIONS OFFICER | — |
| TER-AVANESYAN GRANT KONSTANTINOVICH | CHIEF COMPLIANCE OFFICER/CHIEF FINANCIAL OFFICER | — |
| TER-AVANESYAN LYUDMILA | CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/292917/brochure
- Similar advisers: https://search.stillhousedata.com/firm/292917/similar
- Related entities: https://search.stillhousedata.com/firm/292917/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/292917

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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.