GRANADA WEALTH MANAGEMENT, LLC
CRD #285812 SEC #801-133895 DAVIDSON, NC 888-928-9728
SEC Registered
Total AUM
$151.1M
Discretionary
$151.1M
Employees
1
Clients
0
Accounts
538
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WILLMANN, BRENDAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| WILLMANN, BRENDAN | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 20, 2025 REGISTERED
Notice Filings (6)
KY NC OH SC TN TX
Address
212 SOUTH MAIN STREETSUITE 404
DAVIDSON, NC 28036
United States
Phone: 888-928-9728