Overview
Assets Under Management: $171 million
Headquarters: DAVIDSON, NC
High-Net-Worth Clients: 46
Average Client Assets: $3.5 million
Frequently Asked Questions
GRANADA WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #285812), GRANADA WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
GRANADA WEALTH MANAGEMENT, LLC is headquartered in DAVIDSON, NC.
GRANADA WEALTH MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, GRANADA WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GRANADA WEALTH MANAGEMENT, LLC manages $171 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, GRANADA WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.26%
Average Client Assets: $3.5 million
Total Client Accounts: 665
Discretionary Accounts: 665
Regulatory Filings
CRD Number: 285812
Filing ID: 2063888
Last Filing Date: 2026-03-03 15:03:01