RIA Intelligence

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)

NameTypeTitle / StatusOwnershipControl
COFFEY, DOROTHY, SLOANICHIEF COMPLIANCE OFFICERNA
COFFEY, DOROTHY, SLOANICHIEF COMPLIANCE OFFICERNA
Carper, SloanICHIEF COMPLIANCE OFFICERNA Control
Carper, SloanICHIEF COMPLIANCE OFFICERNA Control
Carper, SloanICHIEF COMPLIANCE OFFICERNA Control
JONES, DAVID, DREYFUSSIMEMBERNA
LEASURE, BARRY, TODDIMEMBERNA
LEASURE, BARRY, TODDIMEMBERNA
LEASURE, BARRY, TODDIMEMBERNA
LEASURE, BARRY, TODDIMEMBERNA
LEASURE, BARRY, TODDIMEMBERNA
Loman, Bradley, S.IMEMBERNA
Loman, Bradley, S.IMEMBERNA
Loman, Bradley, S.IMEMBERNA
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MANGELS, JONATHAN, HAROLDIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMEMBERNA
MCLESTER, JONATHAN, MICHAELIMEMBERNA
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCLESTER, JONATHAN, MICHAELIMANAGERNA Control
MCNAMARA, MICHAEL, A.IMEMBERNA
MCNAMARA, MICHAEL, A.IMEMBERNA
MCNAMARA, MICHAEL, A.IMEMBERNA
MCNAMARA, MICHAEL, A.IMEMBERNA
MCNAMARA, MICHAEL, A.IMEMBERNA
NORMAN, JOHN, MARKIMEMBERNA
NORMAN, JOHN, MARKIMEMBERNA
NORMAN, JOHN, MARKIMEMBERNA
NORMAN, JOHN, MARKIMEMBERNA
NORMAN, JOHN, MARKIMEMBERNA
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
NORMAN, JOHN, MARKIMANAGERNA Control
RASILE, DONNA, LEEICHIEF COMPLIANCE OFFICERNA Control
RASILE, DONNA, LEEICHIEF COMPLIANCE OFFICERNA Control
SMITH, ANTHONY, LLOYDIMEMBERNA
SMITH, ANTHONY, LLOYDIMEMBERNA
SMITH, BRIAN, HUGHICHIEF COMPLIANCE OFFICERNA Control
SMITH, BRIAN, HUGHICHIEF COMPLIANCE OFFICERNA Control
SMITH, BRIAN, HUGHICHIEF COMPLIANCE OFFICERNA Control
SMITH, BRIAN, HUGHICHIEF COMPLIANCE OFFICERNA Control
SMITH, BRIAN, HUGHICHIEF COMPLIANCE OFFICERNA Control
SMITH, BRIAN, HUGHICHIEF COMPLIANCE OFFICERNA Control
THORMAN, SANDI, OZMENTIMEMBERNA
THORMAN, SANDI, OZMENTIMEMBERNA
WALKER, KEVIN, PAULIMEMBERNA
WALKER, KEVIN, PAULIMEMBERNA
WALKER, KEVIN, PAULIMEMBERNA
GREERWALKER WEALTH PARTNERS LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREERWALKER WEALTH PARTNERS, LLCDEOWNERD Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
GREER, CHARLES, THOMASIMEMBERC Control
HUTCHBY, JAMES, ERICIMEMBER, CLASS A VOTING SHARESC Control
WALKER, KEVIN, PAULIMEMBERC Control
WALKER, KEVIN, PAULIMEMBERC Control
WALKER, KEVIN, PAULIMEMBERC Control
WALKER, KEVIN, PAULIMEMBERC Control
WALKER, KEVIN, PAULIMEMBERC Control
WALKER, KEVIN, PAULIMEMBERC Control
HUTCHBY, JAMES, ERICIMEMBERB Control
HUTCHBY, JAMES, ERICIMEMBERB Control
HUTCHBY, JAMES, ERICIMEMBERB Control
HUTCHBY, JAMES, ERICIMEMBERB Control
HUTCHBY, JAMES, ERICIMEMBERB Control
HUTCHBY, JAMES, ERICIMEMBERB Control
HUTCHBY, JAMES, ERICIMEMBERB Control
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
LEASURE, BARRY, TODDIMEMBERB
MANGELS, JONATHAN, HAROLDIMEMBERB
MANGELS, JONATHAN, HAROLDIMEMBERB
MANGELS, JONATHAN, HAROLDIMEMBERB
MANGELS, JONATHAN, HAROLDIMEMBERB
MANGELS, JONATHAN, HAROLDIMEMBERB
MANGELS, JONATHAN, HAROLDIMEMBERB Control
MANGELS, JONATHAN, HAROLDIMEMBERB Control
MANGELS, JONATHAN, HAROLDIMEMBERB Control
MANGELS, JONATHAN, HAROLDIMEMBERB Control
MANGELS, JONATHAN, HAROLDIMEMBERB Control
MCNAMARA, MICHAEL, A.IMEMBERB
MCNAMARA, MICHAEL, A.IMEMBERB
MCNAMARA, MICHAEL, A.IMEMBERB
MCNAMARA, MICHAEL, A.IMEMBERB
MCNAMARA, MICHAEL, A.IMEMBERB
MCNAMARA, MICHAEL, A.IMEMBERB Control
MCNAMARA, MICHAEL, A.IMEMBERB Control
MCNAMARA, MICHAEL, A.IMEMBERB Control
MCNAMARA, MICHAEL, A.IMEMBERB Control
MCNAMARA, MICHAEL, A.IMEMBERB Control
NORMAN, JOHN, MARKIMEMBERB
NORMAN, JOHN, MARKIMEMBERB
NORMAN, JOHN, MARKIMEMBERB
NORMAN, JOHN, MARKIMEMBERB
NORMAN, JOHN, MARKIMEMBERB
NORMAN, JOHN, MARKIMANAGING MEMBERB Control
NORMAN, JOHN, MARKIMANAGING MEMBERB Control
NORMAN, JOHN, MARKIMANAGING MEMBERB Control
NORMAN, JOHN, MARKIMANAGING MEMBERB Control
NORMAN, JOHN, MARKIMANAGING MEMBERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERB Control
TRAVERSE PARTNERS LLCDEOWNERB
TRAVERSE WEALTHDEOWNERB
TRAVERSE WEALTHDEOWNERB Control
TRAVERSE WEALTHDEOWNERB
TRAVERSE WEALTHDEOWNERB
TRAVERSE WEALTHDEOWNERB
TRAVERSE WEALTHDEOWNERB
TRAVERSE WEALTHDEOWNERB
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
JONES, DAVID, DREYFUSSIMEMBERA
LEASURE, BARRY, TODDIMEMBERA
LEASURE, BARRY, TODDIMEMBERA
LEASURE, BARRY, TODDIMEMBERA
LEASURE, BARRY, TODDIMEMBERA
LEASURE, BARRY, TODDIMEMBERA
LEASURE, BARRY, TODDIMEMBERA
MANGELS, JONATHAN, HAROLDIMEMBERA
MANGELS, JONATHAN, HAROLDIMEMBERA
MANGELS, JONATHAN, HAROLDIMEMBERA
MANGELS, JONATHAN, HAROLDIMEMBERA
MANGELS, JONATHAN, HAROLDIMEMBERA
MANGELS, JONATHAN, HAROLDIMEMBERA
MCLESTER, JONATHAN, MICHAELIMEMBERA
MCLESTER, JONATHAN, MICHAELIMEMBERA
MCLESTER, JONATHAN, MICHAELIMEMBERA
MCLESTER, JONATHAN, MICHAELIMEMBERA
MCLESTER, JONATHAN, MICHAELIMEMBERA
MCLESTER, JONATHAN, MICHAELIMEMBERA Control
MCLESTER, JONATHAN, MICHAELIMEMBERA Control
MCLESTER, JONATHAN, MICHAELIMEMBERA Control
MCLESTER, JONATHAN, MICHAELIMEMBERA Control
MCLESTER, JONATHAN, MICHAELIMEMBERA Control
MCNAMARA, MICHAEL, A.IMEMBERA
MCNAMARA, MICHAEL, A.IMEMBERA
MCNAMARA, MICHAEL, A.IMEMBERA
MCNAMARA, MICHAEL, A.IMEMBERA
MCNAMARA, MICHAEL, A.IMEMBERA
MCNAMARA, MICHAEL, A.IMEMBERA
NORMAN, JOHN, MARKIMEMBERA
NORMAN, JOHN, MARKIMEMBERA
NORMAN, JOHN, MARKIMEMBERA
NORMAN, JOHN, MARKIMEMBERA
NORMAN, JOHN, MARKIMEMBERA
NORMAN, JOHN, MARKIMEMBERA
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERA Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERA Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERA Control
REICHARD, JAMES, NORMANIMANAGING MEMBERA Control
REICHARD, JAMES, NORMANIMANAGING MEMBER, CHIEF COMPLIANCE OFFICERA Control
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA
SMITH, ANTHONY, LLOYDIMEMBERA Control
SMITH, ANTHONY, LLOYDIMEMBERA Control
SMITH, ANTHONY, LLOYDIMEMBERA Control
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
THORMAN, SANDI, OZMENTIMEMBERA
WALTON, PETER, MADISONIMEMBERA Control
WALTON, PETER, MADISONIMEMBERA Control
WALTON, PETER, MADISONIMEMBERA Control
WALTON, PETER, MADISONIMEMBERA Control
WALTON, PETER, MADISONIMEMBERA Control
WALTON, PETER, MADISONIMEMBERA Control
WALTON, PETER, MADISONIMEMBERA Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS LLCF Control
MANGELS, JONATHAN, HAROLDIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS LLCF Control
MCLESTER, JONATHAN, MICHAELIGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS LLCF Control
MCNAMARA, MICHAEL, A.IGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS LLCF Control
NORMAN, JOHN, MARKIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS LLCF Control
SMITH, ANTHONY, LLOYDIGREERWALKER WEALTH PARTNERS, LLCF Control
HUTCHBY, JAMES, ERICITRAVERSE WEALTHE Control
HUTCHBY, JAMES, ERICITRAVERSE WEALTHE Control
HUTCHBY, JAMES, ERICITRAVERSE WEALTHE Control
HUTCHBY, JAMES, ERICITRAVERSE WEALTHE Control
HUTCHBY, JAMES, ERICITRAVERSE WEALTHE Control
HUTCHBY, JAMES, ERICITRAVERSE PARTNERS LLCE Control
HUTCHBY, JAMES, ERICITRAVERSE WEALTHE Control
WALTON, PETER, MADISONITRAVERSE WEALTHC Control
WALTON, PETER, MADISONITRAVERSE WEALTHC Control
WALTON, PETER, MADISONITRAVERSE WEALTHC Control
WALTON, PETER, MADISONITRAVERSE WEALTHC Control
WALTON, PETER, MADISONITRAVERSE WEALTHC Control
WALTON, PETER, MADISONITRAVERSE WEALTHC Control

Registrations

Federal

IA
Jul 13, 2022 REGISTERED

Notice Filings (6)

FL LA NC NE SC TX

Address

227 WEST TRADE STREET
SUITE 1100
CHARLOTTE, NC 28202
United States
Phone: 704.377.0239