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GRANADA WEALTH MANAGEMENT, LLC
CRD 285812 · SEC 801-133895
210 DELBURG STREET, SUITE 326, DAVIDSON, NC, 28036, United States
Phone
888-928-9728
Fax
(888) 511-3110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.4M
Discretionary AUM
$171.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 30 | $11.6M |
| High net worth individuals | 46 | $159.8M |
States served
KY, NC, OH, SC, TN, TX
All web addresses on file
Official SEC filing: View on IAPD