GRAD WEALTH MANAGEMENT PLLC

GRAD WEALTH MANAGEMENT PLLC of LIVONIA, MI is an SEC-registered investment adviser (CRD 333499). Regulatory assets under management: $1.6M.

Registration

• CRD: 333499
• Type: Registered investment adviser
• Location: 35951 FIVE MILE RD, LIVONIA, MI, 48154
• Phone: 734-462-6161
• Latest filing: 2026-01-15
• Regulatory AUM: $1.6M
• Discretionary AUM: $1.6M
• Clients: 1
• Accounts: 14

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333499 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search