Taras Zatvarskiy
Grant Private Wealth Management · Pleasanton, California
Taras Zatvarskiy is a fee-only financial advisor at Grant Private Wealth Management in Pleasanton, California. Grant Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Taras →
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 |
| SEC registration | Investment adviser representative in CA, TX · CRD 8089731 |
| Exams passed | Series 65 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | grantprivate.com |
How Taras's firm compares
- Grant Private Wealth Management's average account is about $448,000, from its Form ADV (assets managed divided by 569 accounts).
Request an introduction to Taras
Tell Taras a little about what you're looking for. Taras isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Taras
Is Taras Zatvarskiy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Taras 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 Taras charge for financial advice?
Taras's firm, Grant Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Taras Zatvarskiy based?
Taras Zatvarskiy is based in Pleasanton, California.
Is Taras Zatvarskiy registered with the SEC?
Yes. Taras Zatvarskiy is registered as an investment adviser representative in CA and TX (CRD 8089731), 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 Taras Zatvarskiy?
Through Taras'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.
See something wrong? Request a correction. Read our methodology.