Investment adviser · CRD 111509
GGM WEALTH ADVISORS
Investment adviser filing (IA)
GRANT/GROSSMENDELSOHN, LLC
BALTIMORE, MD, United States · Form ADV filed Mar 26, 2025
- Regulatory AUM
- $447M Form ADV · Item 5.F
- Client accounts
- 889 Accounts, not individual clients
- Employees
- 7 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 110 | $327,717,888 | 73.4% |
| Individuals | 216 | $55,390,825 | 12.4% |
| Investment companies | 1 | $20,317,118 | 4.5% |
| Retirement plans | 5 | $19,059,293 | 4.3% |
| Charities | 11 | $13,447,528 | 3.0% |
| Corporations & businesses | 15 | $10,829,639 | 2.4% |
Filing source
Form ADV 1968942 · Mar 26, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management · Investment company portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets
Principal office
1801 PORTER STREET, SUITE 500BALTIMORE, MD, 21230, United States
CRD 111509
Filing source
Form ADV 1968942 · Mar 26, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.