Janelle Anderson is a control person of Grand Wealth Management and directly owns between 10% and 25% of it.
Grand Wealth Management is an investment adviser based in Grand Rapids, MI, registered with the SEC since 2004. It provides financial planning and investment management. Its clients include high-net-worth individuals, pension and profit-sharing plans, and corporations and other businesses. Its regulatory assets under management total $598 million, as filed on 25 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5401820
- Firm
- Grand Wealth Management · CRD 132137
- Role
- Chief Compliance Officer
- In role since
- March 2020 · 6 years
- Control person
- Yes
- Direct ownership
- 10% to 25%
- Firm headquarters
- Grand Rapids, MI
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Janelle Anderson work?
Janelle Anderson has been Chief Compliance Officer of Grand Wealth Management, LLC since March 2020, and is a control person of the firm.
How can I verify Janelle Anderson’s record?
Janelle Anderson’s role is listed on Grand Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 132137.
