Fee-OnlyFinder

Grant Private Wealth Management

Financial planning in Pleasanton, CA

SEC registeredNo commissions reported

Call (925) 378-5000Send a messageMap ↗

Public-record details

Address
4683 Chabot Drive, Suite 101, Pleasanton, CA 94588
Phone
(925) 378-5000
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Grant Private Wealth Management, INC.
CRD number
292917
Registration
SEC registered since 2024-08-16
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Educational seminars/workshops
Regulatory assets under management
$255.0 million
Accounts managed
569
Clients reported (Form ADV 5.D)
238
Individual / high-net-worth clients
127 / 111
Employees
6
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-10

SEC registered investment adviser, CRD 292917, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Pleasanton

Abundance Advisers5700 Stoneridge Mall Road., Suite 360 · Pleasanton, CA 94588 · (925) 400-8333 · Financial planningCRD 310887 · % of assets, Hourly charges, Fixed fees · $9.5 million AUMState registeredNo commissions reportedAdap Tax Financial, INC.4725 First Street, Suite 275 · Pleasanton, CA 94566 · (925) 218-2301 · Financial planningCRD 293211 · % of assets, Hourly charges, Fixed fees · $38.4 million AUMState registeredNo commissions reportedAlta Via Capital4695 Chabot Drive, Suite 200 · Pleasanton, CA 94588 · (925) 694-0090 · % of assets managedCRD 289739 · % of assets · $105.2 million AUMState registeredNo commissions reportedDejarnatt, Paul E147 Old Bernal Avenue, Suite 2 · Pleasanton, CA 94566 · (925) 462-1566 · % of assets managedCRD 138820 · % of assets · $7.1 million AUMState registeredNo commissions reportedKaizen Financial Strategies, LLC6700 Koll Center Parkway, Suite 255 · Pleasanton, CA 94566 · (408) 819-9010 · Financial planningCRD 298248 · % of assets, Hourly charges, Fixed fees · $287.1 million AUMSEC registeredNo commissions reportedKnight and Company Wealth Advisors, LLC307 Ray Street · Pleasanton, CA 94566 · (408) 267-3105 · % of assets managedCRD 171840 · % of assets · $56.9 million AUMState registeredNo commissions reportedMirador Capital Partners6700 Koll Center Parkway, Suite 230 · Pleasanton, CA 94566 · (925) 621-1000 · Financial planningCRD 173764 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedRpg Investment Advisory, LLC6600 Koll Center Pkwy., #100 · Pleasanton, CA 94566 · (925) 384-0071 · Financial planningCRD 172173 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reported

All 11 in Pleasanton →