Granada Wealth Management, LLC
● SEC registered since 2025CRD 285812SEC# 801-133895Davidson, NC
Reg. AUM
$171.4M
Employees
1
Accounts
665
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 $171.4 million in regulatory assets under management and employs 1 people.
Granada Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brendan Willmann Control | Principal And Chief Compliance Officer | Over 75% | 2016 |
Frequently asked questions
How much does Granada Wealth Management, LLC manage?
Granada Wealth Management, LLC reports $171.4 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
| Address | 210 Delburg Street, Suite 326, Davidson, NC 28036 |
| Phone | 888-928-9728 |
| Fax | (888) 511-3110 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.4M▲ 13%
Jun '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$171.4Mregulatory AUM
Discretionary $171.4M