Be advised. This firm is no longer registered.

Greerwalker Wealth LLC

Greerwalker Wealth LLC (CRD# 118154) is a financial advisory firm headquartered in Charlotte, NC. They manage $346,457,308 in 618 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
227 West Trade Street, Suite 1100, Charlotte, NC 28202
https://www.greerwalkerwealth.com
By the Numbers
  • Total Assets Under Management
    346
    MILLION
  • Total Number of Accounts
    618
    ACCOUNTS
  • Average Account Value
    $560,611
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
The map below shows states where this firm has explicit registration only.

FL, LA, NC, NE, SC, TX

Financial Advisors at Greerwalker Wealth LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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