Greerwalker Wealth Management Review

Trust Score 97%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Greerwalker Wealth Management, federally registered in 2002, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 3 advisors. Greerwalker Wealth Management manages $407.1 million and provides investment advisory services for 216 clients (1:72 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,884,822
Hybrid Advisor No
Disciplinary History No
Total AUM $407.1 million
Advisor / Client Ratio 1:72
Headquarters Charlotte, NC
SEC Filings Forms and Brochures    (CRD # 118154)
State(s) Registered NC, SC

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