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Cade Myers

Grant Private Wealth Management

Pleasanton, CA

CRD 8163334

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Employer firm

Grant Private Wealth Management CRD 292917

$255M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Grant Private Wealth Management

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-16
TX RA APPROVED 2025-09-16
  • CA RA
    APPROVED
    Since 2025-09-16
  • TX RA
    APPROVED
    Since 2025-09-16

Branch Locations

4683 Chabot Drive Suite 101, Pleasanton, CA 94588 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Grant Private Wealth Management, Inc. Pleasanton CA 09/2025 Present
Full Time Student Santa Barbara CA 08/2015 06/2023
Hathaway Dinwiddie Construction Company San Francisco CA 09/2023 07/2025
  • 09/2025 → Present
    Grant Private Wealth Management, Inc.
    Pleasanton, CA
  • 08/2015 → 06/2023
    Full Time Student
    Santa Barbara, CA
  • 09/2023 → 07/2025
    Hathaway Dinwiddie Construction Company
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-29
  • S65 Uniform Investment Adviser Law Examination
    2025-03-29

View on SEC IAPD

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Nearby Investors

ATUL C DUBAL
JONATHAN CHARLES ILLIG
HOWARD COREY HERTZ

Nearby Offices

PRUDENT PROSPERA PLANNING, INC. · PLEASANTON, CA
CETERA INVESTMENT ADVISERS LLC · PLEASANTON, CA
PANDECT CATALYST FUND MANAGEMENT LLC · PLEASANTON, CA

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