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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GRAND WEALTH MANAGEMENT, LLC

CRD 132137

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09b1af62-477d-e174-423f-1b6782d9e098

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 6
On other graphs: 0
Observed: Mar 29, 2012 to Mar 27, 2026
35 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.82 fund_share=0.0 institutional_share=0.13 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $598MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $598M
Private client RAUM: $491MderivedItem 5.D individuals plus high net worth individuals
Private client share: 82%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $85.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 929
Individual clients: 35
High net worth clients: 112
Custody, client assets: $418M
SEC number: 801-63306
CRD: 132137
Filings on the tape: 35
First filed: Mar 29, 2012
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, MI

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY SCOTT WILLIAMS	Certified Financial Planner\|Personal Financial Specialist	GRAND RAPIDS, MI	16	28	1	no
DOUGLAS ANTHONY JOHNSON	n/a	GRAND RAPIDS, MI	12	14	n/a	no
CALVIN DANIEL WIERSMA	Certified Financial Planner	GRAND RAPIDS, MI	6	13	1	no
Mark Andrew Rougas	Certified Financial Planner	GRAND RAPIDS, MI	3	10	n/a	no
RYAN MATTHEW DETERS	Certified Financial Planner	GRAND RAPIDS, MI	3	16	1	no
Emma Michelle Fabiano	n/a	GRAND RAPIDS, MI	0	10	n/a	no
Cameron J Clemens	n/a	GRAND RAPIDS, MI	0	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDERSON, JANELLE, NICOLE	CHIEF COMPLIANCE OFFICER	B	yes	03/2020	Mar 26, 2020	Jun 25, 2024
WILLIAMS, JEFFREY, SCOTT	MEMBER - MANAGING PRINCIPAL	D	yes	06/2004	Mar 29, 2012	Jun 25, 2024
WIERSMA, CALVIN, DANIEL	FINANCIAL ADVISOR	B	no	10/2022	Mar 30, 2023	Jun 25, 2024
Wiese, Anastasia, K	SENIOR FINANCIAL ADVISOR	B	no	01/2021	Mar 22, 2021	Jun 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$598M	$598M	12	6	0	n/a	n/a
2024	Mar 28, 2025	$530M	$530M	13	7	0	n/a	n/a
2023	Mar 27, 2024	$605M	$605M	13	7	0	n/a	n/a
2022	Mar 30, 2023	$510M	$510M	13	6	0	n/a	n/a
2021	Mar 29, 2022	$582M	$573M	13	7	0	n/a	n/a
2020	Mar 22, 2021	$488M	$447M	12	8	0	n/a	n/a
2019	Mar 26, 2020	$404M	$370M	9	6	0	n/a	n/a
2018	Mar 26, 2019	$326M	$299M	9	6	0	n/a	n/a
2017	Mar 28, 2018	$301M	$271M	7	5	0	n/a	n/a
2016	Mar 29, 2017	$222M	$196M	6	5	n/a	n/a	n/a
2015	Mar 3, 2016	$187M	$163M	6	5	n/a	n/a	n/a
2014	Mar 13, 2015	$182M	$156M	5	4	n/a	n/a	n/a
2013	Mar 31, 2014	$143M	$139M	5	4	n/a	n/a	n/a
2012	Mar 27, 2013	$109M	$106M	5	2	n/a	n/a	n/a
2011	Mar 29, 2012	$141M	$138M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$598M	$530M	12.7%	$510M	5.5%	12	13	0	0

Relationships

Registered with (12)

← Cameron J ClemensAdvisorregistration: current employment
Aug 12, 2026 to presentfactForm ADV
← Emma Michelle FabianoAdvisorregistration: current employment
Dec 10, 2025 to presentfactForm ADV
← RYAN MATTHEW DETERSAdvisorregistration: current employment
May 14, 2023 to presentfactForm ADV
← Mark Andrew RougasAdvisorregistration: current employment
Sep 21, 2022 to presentfactForm ADV
← CALVIN DANIEL WIERSMAAdvisorregistration: current employment
Jan 13, 2020 to presentfactForm ADV
← DOUGLAS ANTHONY JOHNSONAdvisorregistration: current employment
Mar 25, 2014 to presentfactForm ADV
← JEFFREY SCOTT WILLIAMSAdvisorregistration: current employment
Apr 9, 2010 to presentfactForm ADV
← Anastasia Katharina WieseAdvisorregistration: previous registration
Aug 9, 2018 to Apr 24, 2025factForm ADV
← STEVEN ANDREW STARNESAdvisorregistration: previous registration
Jul 28, 2015 to Apr 1, 2024factForm ADV
← Lisa Rose MangeAdvisorregistration: previous registration
Mar 11, 2022 to Nov 4, 2022factForm ADV
← Nicholas William Van LooAdvisorregistration: previous registration
Feb 19, 2021 to Apr 25, 2022factForm ADV
← STEPHANIE ANNE TREXLERAdvisorregistration: previous registration
Feb 16, 2018 to Dec 21, 2020factForm ADV

Controls (2)

← WILLIAMS, JEFFREY, SCOTTOwnerMEMBER - MANAGING PRINCIPAL, ownership code D, individual
Mar 29, 2012 to Jun 25, 2024factForm ADV
← ANDERSON, JANELLE, NICOLEOwnerCHIEF COMPLIANCE OFFICER, ownership code B, individual
Mar 26, 2020 to Jun 25, 2024factForm ADV

Owns (2)

← Wiese, Anastasia, KOwnerSENIOR FINANCIAL ADVISOR, ownership code B, individual
Mar 22, 2021 to Jun 25, 2024factForm ADV
← WIERSMA, CALVIN, DANIELOwnerFINANCIAL ADVISOR, ownership code B, individual
Mar 30, 2023 to Jun 25, 2024factForm ADV

Dated events

Occurred
Apr 24, 2025
Advisor changed firm
Anastasia Katharina Wiese left Grand Wealth Management, Llc for Hightower Advisors, Llc (registered 2025-05-07)
Form ADVobserved 3 days ago
Occurred
Jun 25, 2024
Control person left
Andrew Steven Starnes (Member - Principal) no longer on Schedule A of Grand Wealth Management, Llc (listed 2024-03-27, absent 2024-06-25)
Form ADVobserved 3 days ago
Occurred
Apr 1, 2024
Advisor changed firm
Steven Andrew Starnes left Grand Wealth Management, Llc for Fiduciary Financial Advisors (registered 2024-04-02)
Form ADVobserved 3 days ago
Occurred
Nov 4, 2022
Advisor changed firm
Lisa Rose Mange left Grand Wealth Management, Llc for Morgan Stanley (registered 2022-11-11)
Form ADVobserved 3 days ago
Occurred
Apr 25, 2022
Advisor changed firm
Nicholas William Van Loo left Grand Wealth Management, Llc for Raymond James Financial Services Advisors, Inc (registered 2022-08-03)
Form ADVobserved 3 days ago
Occurred
Mar 26, 2020
Control person joined
Nicole Janelle Anderson (Chief Compliance Officer) appeared on Schedule A of Grand Wealth Management, Llc
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09b1af62-477d-e174-423f-1b6782d9e098
First observed: Mar 29, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GRAND WEALTH MANAGEMENT, LLC

CRD 132137

GRAND RAPIDS, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:09b1af62-477d-e174-423f-1b6782d9e098

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY SCOTT WILLIAMS

Certified Financial Planner|Personal Financial Specialist

GRAND RAPIDS, MI

DOUGLAS ANTHONY JOHNSON

n/a

GRAND RAPIDS, MI

n/a

CALVIN DANIEL WIERSMA

Certified Financial Planner

GRAND RAPIDS, MI

Mark Andrew Rougas

Certified Financial Planner

GRAND RAPIDS, MI

n/a

RYAN MATTHEW DETERS

Certified Financial Planner

GRAND RAPIDS, MI

Emma Michelle Fabiano

n/a

GRAND RAPIDS, MI

n/a

Cameron J Clemens

n/a

GRAND RAPIDS, MI

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDERSON, JANELLE, NICOLE

CHIEF COMPLIANCE OFFICER

yes

03/2020

Mar 26, 2020

Jun 25, 2024

WILLIAMS, JEFFREY, SCOTT

MEMBER - MANAGING PRINCIPAL

yes

06/2004

Mar 29, 2012

Jun 25, 2024

WIERSMA, CALVIN, DANIEL

FINANCIAL ADVISOR

10/2022

Mar 30, 2023

Jun 25, 2024

Wiese, Anastasia, K

SENIOR FINANCIAL ADVISOR

01/2021

Mar 22, 2021

Jun 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$598M

n/a

2024

Mar 28, 2025

$530M

n/a

2023

Mar 27, 2024

$605M

n/a

2022

Mar 30, 2023

$510M

n/a

2021

Mar 29, 2022

$582M

$573M

n/a

2020

Mar 22, 2021

$488M

$447M

n/a

2019

Mar 26, 2020

$404M

$370M

n/a

2018

Mar 26, 2019

$326M

$299M

n/a

2017

Mar 28, 2018

$301M

$271M

n/a

2016

Mar 29, 2017

$222M

$196M

n/a

2015

Mar 3, 2016

$187M

$163M

n/a

2014

Mar 13, 2015

$182M

$156M

n/a

2013

Mar 31, 2014

$143M

$139M

n/a

2012

Mar 27, 2013

$109M

$106M

n/a

2011

Mar 29, 2012

$141M

$138M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$598M

$530M

12.7%

$510M

5.5%