Grant Ter-Avanesyan
Grant Private Wealth Management · Pleasanton, California
Grant Ter-Avanesyan is a fee-only financial advisor at Grant Private Wealth Management in Pleasanton, California, who holds the CFP 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 | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5414528 |
| Exams passed | Series 63 (2008) · Series 66 (2009) |
| Firm size | 6 employees |
| Disclosures | Reported; see the SEC record |
| Website | grantprivate.com |
| Profile |
How Grant'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 Grant
Is Grant Ter-Avanesyan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Grant 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 Grant charge for financial advice?
Grant's firm, Grant Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Grant Ter-Avanesyan based?
Grant Ter-Avanesyan is based in Pleasanton, California.
What credentials does Grant Ter-Avanesyan hold?
Grant Ter-Avanesyan holds the CFP credential.
Is Grant Ter-Avanesyan registered with the SEC?
Yes. Grant Ter-Avanesyan is registered as an investment adviser representative in CA and TX (CRD 5414528), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Grant Ter-Avanesyan?
Through Grant'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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