Grand Street Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,522,423
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
8
38% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$940,303
About
Grand Street Wealth Management provides discretionary wealth management, investment supervisory services, and comprehensive financial planning to individual clients and charitable organizations. The firm also offers hourly financial planning for special projects and generally charges asset-based fees for ongoing wealth management engagements.
The firm’s investment approach is guided by peer‑reviewed academic research and a belief that markets work efficiently; it seeks to capture market premiums cost‑effectively and constructs Investment Policy Statements to document risk tolerance and time horizons. Portfolios are diversified across multiple factor premiums (market, size, value, momentum, term, credit), include exposure to asset classes such as REITs and commodity futures, and combine long‑term investing with occasional short‑term trades.
Noteworthy features for a small independent adviser include an explicit willingness to serve charitable organizations and that all client assets are managed on a discretionary basis. The brochure discloses the principal’s outside employment as a commercial airline pilot (approximately 6–8 days per month), and the firm documents practices on limited custody (fee deduction), proxy voting (clients retain voting authority), and a written code of ethics.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
College savings (529s, UTMA, etc.)
Real estate investing
Fee options
$0 - $1,000,000: 0.95% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.55% $5,000,001+: 0.35%
$200 per hour
Minimum fee: Minimum quarterly fee of $625
Main office location
Grand Street Wealth Management, LLC
Ann Arbor MI, United States
Number of offices
1
Most active in
Grand Street Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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