# Granada Wealth Management, LLC

> Granada Wealth Management, LLC is an SEC-registered investment advisory firm in Davidson, NC, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 285812
- Filed as: GRANADA WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Davidson, NC
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285812
- AdvisorCensus page: https://advisorcensus.com/firm/granada-wealth-management-llc-davidson-nc-285812

## Quick answers

**How is Granada Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Granada Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Granada Wealth Management, LLC located?**
Granada Wealth Management, LLC's principal office is in Davidson, NC, according to its Form ADV.

**Is Granada Wealth Management, LLC registered with the SEC or a state?**
Granada Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 285812.

**How much does Granada Wealth Management, LLC manage?**
Granada Wealth Management, LLC reports $171,378,044 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Granada Wealth Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Granada Wealth Management, LLC: Regulatory assets under management: $151,139,901 in the October 2025 data and $171,378,044 in the October 2026 data, up 13%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Granada Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (46); individuals (other than high net worth individuals) (30).

**Which custodians does Granada Wealth Management, LLC use?**
Granada Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Granada Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285812

**Does Granada Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 3, 2026 says: "Granada generally does not impose a minimum size for establishing a relationship."

**What changed in Granada Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $151,139,901 to $171,378,044 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 3, 2026)

- Account minimum: None

> Granada generally does not impose a minimum size for establishing a relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $171,378,044
- Discretionary: $171,378,044
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 30 | $11,554,358 |
| High net worth individuals | 46 | $159,823,686 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, NC, OH, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- granadawm.com
- LinkedIn @brendanwillmann
- X @GRANADAWM

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $151,139,901 | 1 | June 17, 2025 |
| October 2026 | $171,378,044 | 1 | March 3, 2026 |

Regulatory assets under management: $151,139,901 in the October 2025 data and $171,378,044 in the October 2026 data, up 13%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $151,139,901 to $171,378,044 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granada Wealth Management, LLC (CRD 285812): Form ADV filing data as of October 2026.