RIA Intel›Advisers›Michigan›GRAD WEALTH MANAGEMENT PLLC

GRAD WEALTH MANAGEMENT PLLC

Advisory

LIVONIA, MI

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$117K

across 14 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$2M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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FIDUCIAL PARTNERS LLC

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$2M

WEALTHY INTENTIONS LLC

$2M

VILLAIRE FINANCIAL, LLC

$2M

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