Grant Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Grant Private Wealth Management reports 238 clients. They include 127 individual clients and 111 high-net-worth individuals. Of its assets, 98.9% ($252M across 566 accounts) are managed with discretion; $2.9M across 3 accounts are not. It advised 1 client without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 53% | 14% |
| High-net-worth individuals | 47% | 86% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 127 | $34.8M | 13.6% | $274K |
| High-net-worth individuals | 111 | $220M | 86.4% | $1.98M |
| Total | 238 | $255M | 100% | $1.07M |
- Clients
- 127
- Regulatory AUM
- $34.8M
- AUM share
- 13.6%
- Avg. per client
- $274K
- Clients
- 111
- Regulatory AUM
- $220M
- AUM share
- 86.4%
- Avg. per client
- $1.98M
Total
- Clients
- 238
- Regulatory AUM
- $255M
- AUM share
- 100%
- Avg. per client
- $1.07M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Grant Private Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 4 other services, listed under fee details.
Fee details and sources
Other fees
- ERISA plan services
- ERISA plan services fees are at most 0.90% of included plan assets a year and are negotiable.
- Hourly consultation
- A single-meeting consultation is billed at $250 per hour, with a written summary for an additional $125.
- One-time financial planning
- One-time financial plans are billed at $250 an hour or a flat fee of $1,500 to $15,000.
- Ongoing consulting
- Ongoing consulting is billed at an annual fee of no more than $10,000, payable quarterly.
Grant Ter-Avanesyan owns 50% to 75% of Grant Private Wealth Management. The leadership team of Grant Private Wealth Management includes Chief Financial Officer Grant Ter-Avanesyan. It has 6 employees.
Leadership
- Grant Ter-AvanesyanChief Compliance Officer/Chief Financial Officer
- Lyudmila Ter-AvanesyanChief Operations Officer
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
- David Charles Hart
- Jamshid Behram Kekobad
- Faisal Shujayee
- Grant Konstantinovich Ter-Avanesyan
- Lyudmila Ter-Avanesyan
- Taras Zatvarskiy
Staff
- 6 employees
- 6 in advisory functions
- 6 state-registered reps
- 1 insurance agent
- Owns 50% to 75% of Grant Private Wealth Management, Inc.
Grant Ter-Avanesyan
Control person · since January 2021
- Owns 50% to 75% of Grant Private Wealth Management, Inc.
Lyudmila Ter-Avanesyan
Control person · since January 2021
Grant Private Wealth Management’s regulatory assets grew 1.9× from $134M (June 2025) to $255M (September 2026); clients rose from 179 to 238 and employees from 5 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $255M | 238 | 6 | 2 |
| June 2025 | $134M | 179 | 5 | 2 |
Besides its headquarters, Grant Private Wealth Management has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 4683 Chabot Drive, Suite 101, PleasantonHQ
- 1601 North Main Street, Walnut Creek
Contact and registration details
- Legal name
- Grant Private Wealth Management, Inc.
- Headquarters
- 4683 Chabot Drive, Suite 101, Pleasanton, CA 94588
- Website
- grantprivate.com
- Phone
- 925-378-5000
- SEC file
- 801-130925
- Founded
- 2018
- Structure
- California corporation
- Fiscal year end
- December
Grant Private Wealth Management uses Charles Schwab ($255M) as custodian for its separately managed accounts. Grant Private Wealth Management does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $255M100%
At year end, Grant Private Wealth Management’s separately managed accounts were mostly in stocks (75%) and funds (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $237M across 164 positions; the largest are Nvidia Corporation (11.9%), Meta Platforms Inc. (6.2%) and Apple Inc. (6.1%).
What the accounts hold
- Stocks75%
- Funds11%
- Bonds10%
- Investment grade corporate bonds5%
- U.S. government and agency bonds4%
- State and local bonds1%
- Cash3%
- Other1%
- Derivatives1%
Reported 13F holdings
- $237M
- Reported 13F value
- 164
- Positions
- 49.1%
- In the 10 largest
- +25.8%
- Value vs. prior quarter
- Nvidia Corporation11.9%
- Meta Platforms Inc. · CL A6.2%
- Apple Inc.6.1%
- Amazon Com Inc.5.6%
- Broadcom Inc.5.1%
- Advanced Micro Devices Inc.3.6%
- Alphabet Inc. · Cap Stk CL A3.5%
- Microsoft Corp.2.8%
- Tesla Inc.2.4%
- Alphabet Inc. · Cap Stk CL C1.8%
Together, the ten largest are 49.1% of reported value.
How many clients does Grant Private Wealth Management have?
Grant Private Wealth Management has 238 clients and manages $255 million for them, as of September 2026. They include 127 individual clients and 111 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 September 2026
What services does Grant Private Wealth Management offer?
Grant Private Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars, business succession planning, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Grant Private Wealth Management use?
Grant Private Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $255M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 September 2026
How many financial advisors does Grant Private Wealth Management have?
Grant Private Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 6 employees, and 6 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Grant Private Wealth Management invest in?
At the end of its last fiscal year, Grant Private Wealth Management’s separately managed accounts held 75% exchange-traded equities, 11% registered funds (mutual funds, ETFs, BDCs), 5% investment grade corporate bonds, 4% U.S. government and agency bonds, 3% cash and equivalents, 1% state and local bonds and 1% derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Grant Private Wealth Management?
Grant Private Wealth Management’s direct owners are Grant Ter-Avanesyan (50% to 75%) and Lyudmila Ter-Avanesyan (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 10 September 2026
How does Grant Private Wealth Management get paid?
Grant Private Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Grant Private Wealth Management?
Grant Private Wealth Management’s main office is at 4683 Chabot Drive, Suite 101, Pleasanton, CA 94588. Its phone number is 925-378-5000. Its website is grantprivate.com.