# Grape Wealth Management

Grape Wealth Management is a Bank / Wealth / Trust based in Temecula, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Temecula, United States
- **Region:** North America
- **Address:** Temecula, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** investgrape.com
- **LinkedIn:** https://www.linkedin.com/company/grape-wealth-management

## Regulatory record

- **CRD number:** 319261
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/319261

## About

Grape Modern Wealth Management opened in 2022, founded by Megan McConechy in Temecula, California. The firm operates as a registered investment adviser providing wealth planning, investment advisory services, and portfolio management to individuals, high-net-worth investors, and corporate clients. The firm's descriptive language points toward a broad-service model encompassing financial planning and discretionary management. The strategy spans core wealth management functions — portfolio construction, asset allocation, and advisory — with no public specialty in alternative assets, direct deals, or sector-specific tilts. There is no publicly disclosed track record of proprietary funds, co-investment vehicles, or institutional separate accounts. The firm is based solely in Temecula, serving a predominantly regional client base. Team size and aggregate assets under management remain undisclosed. No affiliated foundations, operating companies, or peer networks like Tiger 21 or YPO have been publicly linked to the firm. The firm has not announced any capital raises, fund launches, or key hires since inception. Grape's structural posture is that of a classic Main Street RIA — a small, founder-led practice built for local households and business owners — not a multi-family office, institutional allocator, or venture platform. The registered investment adviser structure imposes fiduciary obligations under the Investment Advisers Act of 1940, meaning the firm is bound to act in clients' best interests on advisory accounts, a governance feature that separates it from broker-dealer models.

## People

- Megan McConechy — Founder & CEO

## Questions

### What is Grape Modern Wealth Management's regulatory structure?

The firm operates as a registered investment adviser, which means it is regulated by the SEC or relevant state securities authority and must adhere to fiduciary standards under the Investment Advisers Act of 1940. This requires putting client interests ahead of the firm's own in advisory relationships.

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Last updated: 2026-08-11T02:43:31.692Z

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