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Private Wealth Daily

FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%

The Lean 100 · 2026 edition

^No.22

Grant Private Wealth Management

Pleasanton, CA · Firm website

141%AUM growth, 2024 to 2026

$255MAUM in the 2026 filing

46%client growth

6people at the firm

AUM by filing

$63M2023

$106M2024

$134M2025

$255M2026

Clients by filing

1462023

1632024

1792025

2382026

Key people

Lyudmila Ter-avanesyanChief Operations OfficerOwner · 8 years at the firm
in
Grant Ter-avanesyanOwnerOwner · 8 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth141%104%
Client growth46%43%
People67
AUM per person$42.5M$49.7M

Rank by measure

Official rankNo. 22141%
Client growthNo. 4746%
AUM added per personNo. 55$24.9M
AUM per personNo. 66$42.5M

← No. 21 Tenon Financial No. 23 Empower Wealth Management →

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Grant Private Wealth Management: No. 22 on The Lean 100 (2026) — Private Wealth Daily