GRANVILLE WEALTH MANAGEMENT, INC.

GRANVILLE WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser (CRD 300751). Regulatory assets under management: $67.3M.

Registration

• CRD: 300751
• Type: Registered investment adviser
• Phone: (910) 986-0763
• Latest filing: 2026-02-23
• Regulatory AUM: $67.3M
• Discretionary AUM: $67.3M
• Clients: 1
• Accounts: 68

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 300751 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search