# Granville Wealth Management, Inc.

> Granville Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2019, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 23, 2026.

- CRD: 300751
- Filed as: GRANVILLE WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: February 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/300751
- AdvisorCensus page: https://advisorcensus.com/firm/granville-wealth-management-inc-300751

## Quick answers

**How is Granville Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Granville Wealth Management, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Granville Wealth Management, Inc. registered with the SEC or a state?**
Granville Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 300751.

**How much does Granville Wealth Management, Inc. manage?**
Granville Wealth Management, Inc. reports $67,264,481 in regulatory assets under management in its Form ADV filing dated February 23, 2026 (100% discretionary).

**What types of clients does Granville Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (47); individuals (other than high net worth individuals) (20).

**Does Granville Wealth Management, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/300751

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $67,264,481
- Discretionary: $67,264,481
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $5,685,028 |
| High net worth individuals | 47 | $60,462,934 |
| Charitable organizations | Fewer than 5 | $1,116,519 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: LA, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Granville Wealth Management, Inc. (CRD 300751): Form ADV filing data as of October 2026.