David Hart
Grant Private Wealth Management · Pleasanton, California
David Hart is a fee-only financial advisor at Grant Private Wealth Management in Pleasanton, California, who holds the CFA credential. Grant Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Grant Private Wealth Management |
|---|---|
| Based in | Pleasanton, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $255.0M across 569 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CA, TX · CRD 2105155 |
| Exams passed | Series 63 (1990) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | grantprivate.com |
| Profile |
How David's firm compares
- Grant Private Wealth Management's average account is about $448,000, from its Form ADV (assets managed divided by 569 accounts).
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Questions about David
Is David Hart a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Grant Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Grant Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Hart based?
David Hart is based in Pleasanton, California.
What credentials does David Hart hold?
David Hart holds the CFA credential.
Is David Hart registered with the SEC?
Yes. David Hart is registered as an investment adviser representative in CA and TX (CRD 2105155), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grant Private Wealth Management manage?
Grant Private Wealth Management reports $255.0M across 569 accounts in assets under management.
How do I contact David Hart?
Through David's website, grantprivate.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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