GREERWALKER WEALTH LLC
CRD #118154 SEC #801-61246 CHARLOTTE, NC 704.377.0239
SEC Registered
Total AUM
$346.5M
Discretionary
$346.5M
Employees
7
Clients
51
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2022 | $346.5M | $346.5M | $0 | 5 | 0 |
| Jul 2022 | $346.5M | $346.5M | $0 | 7 | 0 |
| Mar 2022 | $346.5M | $346.5M | $0 | 7 | 0 |
| Jan 2022 | $336.1M | $336.1M | $0 | 7 | 5 |
| Mar 2021 | $336.1M | $336.1M | $0 | 7 | 5 |
| Feb 2021 | $309.4M | $309.4M | $0 | 10 | 1 |
| Nov 2020 | $309.4M | $309.4M | $0 | 10 | 1 |
| Oct 2020 | $309.4M | $309.4M | $0 | 10 | 1 |
| Jun 2020 | $309.4M | $309.4M | $0 | 14 | 1 |
| Apr 2020 | $309.4M | $309.4M | $0 | 14 | 1 |
| Mar 2020 | $309.4M | $309.4M | $0 | 14 | 1 |
| Nov 2019 | $407.1M | $407.1M | $0 | 6 | 0 |
| Oct 2019 | $407.1M | $407.1M | $0 | 6 | 0 |
| Mar 2019 | $407.1M | $407.1M | $0 | 6 | 0 |
| Mar 2018 | $430.4M | $430.4M | $0 | 7 | 0 |
| Mar 2017 | $390.1M | $390.1M | $0 | 6 | 300 |
| Oct 2016 | $332.8M | $332.8M | $0 | 6 | 300 |
| Feb 2016 | $332.8M | $332.8M | $0 | 6 | 300 |
| Mar 2015 | $338.3M | $338.3M | $0 | 14 | 300 |
| Mar 2014 | $327.2M | $327.2M | $0 | 13 | 300 |
| May 2013 | $271.9M | $271.9M | $0 | 12 | 300 |
| Apr 2013 | $271.9M | $271.9M | $0 | 12 | 300 |
| Mar 2012 | $235.7M | $235.7M | $0 | 1 | 200 |
| Mar 2011 | $239.3M | $239.3M | $0 | 5 | -- |
| Jan 2011 | $232.5M | $232.5M | $0 | 5 | -- |
| Mar 2008 | $254.7M | $254.7M | $0 | 5 | -- |
| Mar 2007 | $160.9M | $160.9M | $0 | 5 | -- |
| Mar 2006 | $127.6M | $0 | $127.6M | 5 | -- |
| Mar 2004 | $73.7M | $73.7M | $0 | 5 | -- |
DateSep 2022
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees5
Clients0
DateJul 2022
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$346.5M
Discretionary$346.5M
Non-Disc.$0
Employees7
Clients0
DateJan 2022
Total AUM$336.1M
Discretionary$336.1M
Non-Disc.$0
Employees7
Clients5
DateMar 2021
Total AUM$336.1M
Discretionary$336.1M
Non-Disc.$0
Employees7
Clients5
DateFeb 2021
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees10
Clients1
DateNov 2020
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees10
Clients1
DateOct 2020
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees10
Clients1
DateJun 2020
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees14
Clients1
DateApr 2020
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees14
Clients1
DateMar 2020
Total AUM$309.4M
Discretionary$309.4M
Non-Disc.$0
Employees14
Clients1
DateNov 2019
Total AUM$407.1M
Discretionary$407.1M
Non-Disc.$0
Employees6
Clients0
DateOct 2019
Total AUM$407.1M
Discretionary$407.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$407.1M
Discretionary$407.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$430.4M
Discretionary$430.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2017
Total AUM$390.1M
Discretionary$390.1M
Non-Disc.$0
Employees6
Clients300
DateOct 2016
Total AUM$332.8M
Discretionary$332.8M
Non-Disc.$0
Employees6
Clients300
DateFeb 2016
Total AUM$332.8M
Discretionary$332.8M
Non-Disc.$0
Employees6
Clients300
DateMar 2015
Total AUM$338.3M
Discretionary$338.3M
Non-Disc.$0
Employees14
Clients300
DateMar 2014
Total AUM$327.2M
Discretionary$327.2M
Non-Disc.$0
Employees13
Clients300
DateMay 2013
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees12
Clients300
DateApr 2013
Total AUM$271.9M
Discretionary$271.9M
Non-Disc.$0
Employees12
Clients300
DateMar 2012
Total AUM$235.7M
Discretionary$235.7M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$239.3M
Discretionary$239.3M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$232.5M
Discretionary$232.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$254.7M
Discretionary$254.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$127.6M
Discretionary$0
Non-Disc.$127.6M
Employees5
Clients--
DateMar 2004
Total AUM$73.7M
Discretionary$73.7M
Non-Disc.$0
Employees5
Clients--