Grant Private Wealth Management

CRD 292917 · Pleasanton, CA · $255.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 292917
SEC number: 801-130925
Firm type: RIA
Assets under management: $255.0M as of Jun 3, 2026
Website: www.facebook.com/pages/category/Company/Grant-Private-Wealth-Management-Inc-814358762067758 ↗
Phone: 925-378-5000
Address: 4683 Chabot Drive, Pleasanton, CA, 94588

Advisors at this firm

5 in our index · page 1 of 1

David Charles HartCRD 2105155 · Pleasanton, CA

IA RegisteredRegistration inactive
Jamshid Behram KekobadCRD 5369771 · Pleasanton, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Grant Konstantinovich Ter-AvanesyanCRD 5414528 · Pleasanton, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Lyudmila Ter-AvanesyanCRD 6123243 · Pleasanton, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Taras ZatvarskiyCRD 8089731 · Pleasanton, CA

IA Registered

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 292917 ↗ FINRA BrokerCheck record for firm CRD 292917 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.