Greerwalker Wealth Management LLC
Greerwalker Wealth Management LLC (CRD# 118154) is a financial advisory firm headquartered in Charlotte, NC. They manage $332,794,434 in 340 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management333MILLION
Total Number of Accounts340ACCOUNTS
Average Account Value$978,807
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Donna Rasile (CRD# 1084199) is an Investment Advisor Representative working at Greerwalker Wealth Management LLC in Charlotte, NC and has over 31 years of experience in the finance industry.
James Reichard (CRD# 4484088) is an Investment Advisor Representative working at Greerwalker Wealth Management LLC in Charlotte, NC and has over 7 years of experience in the finance industry.