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).

By the Numbers
  • Total Assets Under Management
    333
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $978,807
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
  • 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 - 2 of 2 top financial advisors.
1
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 30 years of experience in the finance industry.

2
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 7 years of experience in the finance industry.

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