Malvern Capital Management
47yrs
Top advisor by experience in Malvern
6yrs
Grant Wei
Financial advisor at Limeral Research
Based in Malvern, Pennsylvania, Grant Wei is a financial advisor with 6 years of industry experience. Grant has been with Limeral Research since 2026. Grant holds the CFA designation.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office81 Lancaster Ave, Malvern, PA 19355
FirmLimeral Research
How the firm is paid ?Flat fee
States licensed ?1 state
Services through Limeral Research
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- Mar 2026 – nowLimeral ResearchCurrent firm
Contact Grant
(646) 397-6722Limeral Research main office 81 Lancaster AveMalvern, PA 19355Office · Get directions Firm websitewww.limeralresearch.com
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Questions to ask Grant
Tailored to Grant’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Grant
How do I contact Grant?
Call Limeral Research at (646) 397-6722 and ask for Grant Wei. Grant works from the Malvern, PA office.
How long has Grant been a financial advisor?
Grant has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Grant hold?
Series 63. Tap any license on this page to see what it allows.
Is Grant a fiduciary?
Grant is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Grant paid?
Limeral Research reports being paid by flat or fixed fees. Ask Grant for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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