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Granada Wealth Management, LLC

● SEC registered since 2025CRD 285812SEC# 801-133895Davidson, NC
Export (members)
Reg. AUM
$151.1M
Employees
1
Accounts
538
Location
Davidson, NC

Granada Wealth Management, LLC assets under management

Granada Wealth Management, LLC is an SEC-registered investment adviser based in Davidson, NC. The firm has been registered since 2025. It reports $151.1 million in regulatory assets under management and employs 1 people.
granadawm.comView on SEC.gov ↗

Granada Wealth Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Brendan Willmann ControlPrincipal And Chief Compliance OfficerOver 75%2016

Frequently asked questions

How much does Granada Wealth Management, LLC manage?

Granada Wealth Management, LLC reports $151.1 million in regulatory assets under management on its Form ADV.

How many employees does Granada Wealth Management, LLC have?

Granada Wealth Management, LLC reports 1 employees.

Where is Granada Wealth Management, LLC located?

Granada Wealth Management, LLC is based in Davidson, NC and has been SEC-registered since 2025.

Does Granada Wealth Management, LLC disclose fund performance?

Granada Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address210 Delburg Street, Suite 326, Davidson, NC 28036
Phone888-928-9728
Fax(888) 511-3110
Office hours9:00a.m. To 5:00p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$151.1M
Non-discretionary$0
Total (RAUM)$151.1M