Granada Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Granada Wealth Management reports 76 clients. They include 46 high-net-worth individuals and 30 individual clients. Of its assets, 100.0% ($171M across 665 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 39% | 7% |
| High-net-worth individuals | 61% | 93% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 30 | $11.6M | 6.7% | $385K |
| High-net-worth individuals | 46 | $160M | 93.3% | $3.47M |
| Total | 76 | $171M | 100% | $2.25M |
- Clients
- 30
- Regulatory AUM
- $11.6M
- AUM share
- 6.7%
- Avg. per client
- $385K
- Clients
- 46
- Regulatory AUM
- $160M
- AUM share
- 93.3%
- Avg. per client
- $3.47M
Total
- Clients
- 76
- Regulatory AUM
- $171M
- AUM share
- 100%
- Avg. per client
- $2.25M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Granada Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Corporate Retirement Plan Advisory
- Flat annual fee billed monthly or quarterly, or an asset-based fee of up to 1.00% billed quarterly in advance; negotiable depending on plan size and complexity.
- Hourly Consultation
- Project-based financial planning at $300 per hour, with an estimate of total costs provided before engaging.
Brendan Willmann owns 75% or more of Granada Wealth Management. The leadership team of Granada Wealth Management includes Chief Compliance Officer Brendan Willmann. It has 1 employee.
Leadership
- Brendan WillmannPrincipal and Chief Compliance Officer
Investment adviser representatives
1 representatives listed in the SEC register as of 9 October 2026.
Staff
- 1 employee
- 1 in advisory functions
- 1 state-registered rep
- 1 insurance agent
- Owns 75% or more of Granada Wealth Management, LLC
Brendan Willmann
Control person · since November 2016
Granada Wealth Management’s regulatory assets grew from $151M (June 2025) to $171M (March 2026); clients rose from 60 to 76 and employees were 1 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $171M | 76 | 1 | 1 |
| June 2025 | $151M | 60 | 1 | 2 |
Besides its headquarters, Granada Wealth Management has 0 offices, with 1 listed address in North Carolina.
North Carolina · 1 listed address
- 210 Delburg Street, Suite 326, DavidsonHQ
Contact and registration details
- Legal name
- Granada Wealth Management, LLC
- Headquarters
- 210 Delburg Street, Suite 326, Davidson, NC 28036
- Website
- granadawm.com
- Phone
- 888-928-9728
- SEC file
- 801-133895
- Structure
- Ohio LLC
- Fiscal year end
- December
Granada Wealth Management uses Charles Schwab ($168M) as custodian for its separately managed accounts. Granada Wealth Management has custody of $85.2M in client assets for 59 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $168M100%
At year end, Granada Wealth Management’s separately managed accounts were mostly in funds (67%) and bonds (20%).
What the accounts hold
- Stocks11%
- Funds67%
- Bonds20%
- U.S. government and agency bonds15%
- State and local bonds5%
- Cash2%
How many clients does Granada Wealth Management have?
Granada Wealth Management has 76 clients and manages $171 million for them, as of March 2026. They include 46 high-net-worth individuals and 30 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 3 March 2026
What services does Granada Wealth Management offer?
Granada Wealth Management provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Granada Wealth Management use?
Granada Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $168M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 3 March 2026
How many financial advisors does Granada Wealth Management have?
Granada Wealth Management has 1 investment adviser representative registered with state securities authorities, out of 1 employees, and 1 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Granada Wealth Management invest in?
At the end of its last fiscal year, Granada Wealth Management’s separately managed accounts held 67% registered funds (mutual funds, ETFs, BDCs), 15% U.S. government and agency bonds, 11% exchange-traded equities, 5% state and local bonds and 2% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Granada Wealth Management?
Granada Wealth Management’s direct owner is Brendan Willmann (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 3 March 2026
How does Granada Wealth Management get paid?
Granada Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Granada Wealth Management?
Granada Wealth Management’s main office is at 210 Delburg Street, Suite 326, Davidson, NC 28036. Its phone number is 888-928-9728. Its website is granadawm.com.