# GREERWALKER WEALTH LLC

GREERWALKER WEALTH LLC of CHARLOTTE, NC is an SEC-registered investment adviser.

## Registration

- CRD: 118154
- Type: SEC-registered investment adviser
- SEC file number: 801-61246
- Location: 227 WEST TRADE STREET, SUITE 1100, CHARLOTTE, NC, 28202
- Phone: 704.377.0239
- Latest filing: 2022-09-22
- Regulatory AUM: $346.5M
- Discretionary AUM: $346.5M
- Clients: 5
- Accounts: 618

## Officers, owners & control persons (18)

| Name | Role | Location |
| --- | --- | --- |
| GREER CHARLES THOMAS | MEMBER | — |
| REICHARD JAMES NORMAN | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| WALKER KEVIN PAUL | MEMBER | — |
| LEASURE BARRY TODD | MEMBER | — |
| NORMAN JOHN MARK | MANAGER; MANAGING MEMBER; MEMBER | — |
| MCNAMARA MICHAEL A | MANAGER; MEMBER | — |
| SMITH RONNIE LLOYD | MANAGER; MEMBER | — |
| SMITH BRIAN HUGH | CHIEF COMPLIANCE OFFICER | — |
| MANGELS JONATHAN HAROLD | MANAGER; MEMBER | — |
| THORMAN SANDI OZMENT | MEMBER | — |
| MCLESTER JONATHAN MICHAEL | MANAGER; MEMBER | — |
| JONES DAVID DREYFUSS | MEMBER | — |
| RASILE DONNA LEE | CHIEF COMPLIANCE OFFICER | — |
| Carper Sloan | CHIEF COMPLIANCE OFFICER | — |
| Loman Bradley S | MEMBER | — |
| HUTCHBY JAMES ERIC | MEMBER; MEMBER, CLASS A VOTING SHARES; OWNER | — |
| WALTON PETER MADISON | MEMBER; OWNER | — |
| COFFEY DOROTHY SLOAN | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118154/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118154/similar
- Related entities: https://search.stillhousedata.com/firm/118154/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118154

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.