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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 13, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS LLC | F | Control |
| MANGELS, JONATHAN, HAROLD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS LLC | F | Control |
| MCLESTER, JONATHAN, MICHAEL | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS LLC | F | Control |
| MCNAMARA, MICHAEL, A. | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS LLC | F | Control |
| NORMAN, JOHN, MARK | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS LLC | F | Control |
| SMITH, ANTHONY, LLOYD | I | GREERWALKER WEALTH PARTNERS, LLC | F | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE WEALTH | E | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE WEALTH | E | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE WEALTH | E | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE WEALTH | E | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE WEALTH | E | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE PARTNERS LLC | E | Control |
| HUTCHBY, JAMES, ERIC | I | TRAVERSE WEALTH | E | Control |
| WALTON, PETER, MADISON | I | TRAVERSE WEALTH | C | Control |
| WALTON, PETER, MADISON | I | TRAVERSE WEALTH | C | Control |
| WALTON, PETER, MADISON | I | TRAVERSE WEALTH | C | Control |
| WALTON, PETER, MADISON | I | TRAVERSE WEALTH | C | Control |
| WALTON, PETER, MADISON | I | TRAVERSE WEALTH | C | Control |
| WALTON, PETER, MADISON | I | TRAVERSE WEALTH | C | Control |
Registrations
Federal
IA
Jul 13, 2022 REGISTERED
Notice Filings (6)
FL LA NC NE SC TX
Address
227 WEST TRADE STREETSUITE 1100
CHARLOTTE, NC 28202
United States
Phone: 704.377.0239