Single Family OfficeRIA · CRD 340734SEC-Registered

Updated:

Propel Private Wealth

Propel Private Wealth is a Grand Rapids-based single-family office deploying private capital across equity, real estate, and credit.

Propel Private Wealth

PROPEL PRIVATE WEALTH LLC is an SEC-registered investment adviser in Sacramento, CA, registered since 2026. The firm manages approximately $3 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Sacramento

Corporate office

Grand Rapids, MI, United States

Frequently asked questions

What is Propel Private Wealth's relationship to outside investors?

Propel Private Wealth is structured as a single-family office and does not raise or manage capital for third parties. All investment activity reflects the balance sheet and interests of the underlying family principals.

Does Propel Private Wealth participate in fund commitments or only direct deals?

The firm's disclosed posture favors direct investments and co-investment participation alongside select managers, rather than extensive blind-pool fund commitments. This approach preserves transparency and fee efficiency for the family balance sheet.

What asset classes does Propel Private Wealth target?

Confirmed areas of focus include private equity for operating companies, income-generating real estate, and structured credit. The office evaluates opportunities across these categories with a bias toward assets where the family can add value through operational insight or regional market knowledge.

Where does Propel Private Wealth concentrate its investments geographically?

The Midwest—and Western Michigan in particular—represents the office's core geographic focus, supplemented by selected national opportunities. This footprint reflects the family's deep ties to the Grand Rapids business community.

Does Propel Private Wealth maintain any philanthropic or adjacent investment vehicles?

No philanthropic foundation, non-profit investment vehicle, or parallel operating business has been publicly associated with Propel Private Wealth, keeping the office's structure concentrated on a single-family portfolio.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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