Greerwalker Wealth Management LLC is a large advisory firm based in Charlotte. It manages $407.12 million of regulatory assets for 575 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of North Carolina and South Carolina.
Greerwalker Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and consulting and client referrals. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Greerwalker Wealth Management LLC is $407.12 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 50% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Greerwalker Wealth Management LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Greerwalker Wealth Management is high net worth individuals with 60 clients and $347.19 million of assets under management. Among the 12 most similar advisory firms, Greerwalker Wealth Management has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $407.12 million for 216 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Greerwalker Wealth Management doesn't advise any private funds.
The company employs 6 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
The principal office where Greerwalker Wealth Management LLC performs its advisory services is located at 227 West Trade Street, Charlotte, NC 28202, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 704.377.0239 or by fax 704.377.8663. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at greerwalker.com.