Greerwalker Wealth Management LLC

Greerwalker Wealth Management LLC (CRD# 118154) is a financial advisory firm headquartered in Charlotte, NC. They manage $390,107,619 in 509 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    390
    MILLION
  • Total Number of Accounts
    509
    ACCOUNTS
  • Average Account Value
    $766,420
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Greerwalker Wealth Management LLC
Showing 1 - 3 of 3 top financial advisors.
1
Geoffrey H. Owen
CRD#: 2573385
227 West Trade Street, Suite 1100, Charlotte, NC 28202
96
Wealthminder
score

Geoffrey Owen (CRD# 2573385) is an Investment Advisor Representative working at Greerwalker Wealth Management LLC in Charlotte, NC and has over 23 years of experience in the finance industry. Geoffrey Owen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Donna L. Rasile
CRD#: 1084199
227 West Trade Street, Suite 1100, Charlotte, NC 28202
93
Wealthminder
score

Donna Rasile (CRD# 1084199) is an Investment Advisor Representative working at Greerwalker Wealth Management LLC in Charlotte, NC and has over 32 years of experience in the finance industry.

3
James N. Reichard
CRD#: 4484088
222 West Trade Street, Suite 1100, Charlotte, NC 28202
93
Wealthminder
score

James Reichard (CRD# 4484088) is an Investment Advisor Representative working at Greerwalker Wealth Management LLC in Charlotte, NC and has over 8 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.