Greerwalker Wealth Management

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Last updated: February 18th, 2020. Data source: SEC filings.

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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
Rank (United States) Top 5%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 33%
Minimum Investment $500,000
Average Client Balance $1,884,822
Total AUM $407.1 million
Advisor / Client Ratio 1:72
Headquarters Charlotte, NC
SEC Filings View SEC IAPD CRD #118154
State(s) Registered NC, SC

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



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