GRANADA WEALTH MANAGEMENT, LLC

GRANADA WEALTH MANAGEMENT, LLC of DAVIDSON, NC is an SEC-registered investment adviser (CRD 285812). Regulatory assets under management: $171.4M.

Registration

• CRD: 285812
• SEC file number: 801-133895
• Type: Registered investment adviser
• Location: 210 DELBURG STREET, SUITE 326, DAVIDSON, NC, 28036
• Phone: 888-928-9728
• Latest filing: 2026-03-03
• Regulatory AUM: $171.4M
• Discretionary AUM: $171.4M
• Clients: 1
• Accounts: 665

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search