GRANTD WEALTH, INC.

GRANTD WEALTH, INC. of DENVER, CO is an SEC-registered investment adviser (CRD 310908). Regulatory assets under management: $3.3M.

Registration

• CRD: 310908
• Type: Registered investment adviser
• Location: 1700 LINCOLN STREET, DENVER, CO, 80203
• Phone: 949-416-5343
• Latest filing: 2026-02-02
• Regulatory AUM: $3.3M
• Discretionary AUM: $2.9M
• Non-discretionary AUM: $359K
• Clients: 4
• Accounts: 28

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 310908 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search