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GREERWALKER WEALTH LLC
CHARLOTTE, NC
704.377.0239
SEC #801-61246Total AUM
$346.5M
Employees
5Clients
228Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
227 WEST TRADE STREET
SUITE 1100
CHARLOTTE
NC 28202
United States
SUITE 1100
CHARLOTTE
NC 28202
United States
Operating Hours
8:00AM - 5:00PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
704.377.0239
Other Offices
1
Financials
Total AUM
$346.5M
Accounts
618Discretionary
$346.5M
Accounts
618Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
131AUM
$34.9M
HNW Individual Clients
91AUM
$300.3M
Charitable Organization Clients
1AUM
$331.7K
Corporation or Business Clients
5AUM
$10.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
FLLANCNESCTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.