Granada Wealth Management, LLC
Granada Wealth Management, LLC is an SEC-registered wealth manager in Davidson, NC with $171.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Granada Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 285812, SEC 801-133895, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $171.4M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Davidson, NC
- Employees
- 1
- Clients
- 76
- CRD
- 285812
- Ownership
- WILLMANN, BRENDAN
How much AUM does Granada Wealth Management, LLC have?
Granada Wealth Management, LLC reported $171.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Granada Wealth Management, LLC?
Disclosed owners and executives of Granada Wealth Management, LLC include WILLMANN, BRENDAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.