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  2. Grand Wealth Management, LLC

Filings through Oct 24, 2026.

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Grand Wealth Management, LLC

EIN 20-1183428-investment management-Latest filing 2025
Plans
1
Retirement
1
$5.6M assets
Welfare
0
Participants
17
333 BRIDGE STREET NW, SUITE 800 - GRAND RAPIDS, MI 49504616-451-4228grandwealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$5.6M - 17 part

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Retirement#001

GRAND WEALTH MANAGEMENT RETIREMENT SAVINGS PLAN

401(k)

Assets$5.6M
Participants17
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GRAND WEALTH MANAGEMENT RETIREMENT SAVINGS PLAN401(k)$5.6M172025
Retirement plans
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