{"url":"https://nivawealth.com/firms/granada-wealth-management-285812","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/285812","regulatoryAum":171378044,"crd":"285812","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4252542","suffix":null,"lastName":"WILLMANN","firstName":"BRENDAN","middleName":null}],"total":1,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2025-06-17","regulatoryAum":151139901,"clients":60,"employees":1,"offices":2},{"filedOn":"2026-03-03","regulatoryAum":171378044,"clients":76,"employees":1,"offices":1}],"secFileNumber":"801-133895","legalName":"Granada Wealth Management, LLC","displayName":"Granada Wealth Management","slug":"granada-wealth-management-285812","website":"https://granadawm.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/285812/93c74165ada5aa02-r1.webp","tone":"light","width":496,"height":200,"sourceUrl":"https://www.granadawm.com/","sourceLabel":"Granada Wealth Management, LLC, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/granadawm","founded":null,"organization":"Ohio limited liability company","fiscalYearEnd":"December","headquarters":{"street":"210 Delburg Street, Suite 326","city":"Davidson","state":"NC","stateName":"North Carolina","country":"United States","postalCode":"28036"},"tradeNames":[],"registration":{"secApproved":"18 July 2025","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":2254974.263157895,"staff":{"employees":1,"advisory":1,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":171378044,"discretionary":171378044,"discretionaryAccounts":665,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":30,"regulatoryAum":11554358},{"label":"High-net-worth individuals","clients":46,"regulatoryAum":159823686}],"feePrograms":[{"role":"other","program":"Corporate Retirement Plan Advisory","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013978","versionId":1013978,"submittedOn":"2026-03-03","documentName":"GRANADA WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.03.26"},{"role":"other","program":"Hourly Consultation","summary":"Project-based financial planning at $300 per hour, with an estimate of total costs provided before engaging.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013978","versionId":1013978,"submittedOn":"2026-03-03","documentName":"GRANADA WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.03.26"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T15:37:57.747603+00:00","documents":[{"name":"GRANADA WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.03.26","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013978","versionId":1013978,"submittedOn":"2026-03-03"}]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":168008985}],"custodyNote":"Granada Wealth Management has custody of $85.2M in client assets for 59 clients.","otherCustodians":[],"leadership":[{"name":"Brendan Willmann","title":"Principal and Chief Compliance Officer","crd":"4252542"}],"ownership":[{"label":"Brendan Willmann","detail":"Principal and chief compliance officer in the 75% or more ownership band and a control person, since November 2016."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"210 Delburg Street, Suite 326","city":"Davidson","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"888-928-9728","stateRegisteredReps":1,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"0","assetMix":[{"label":"Exchange-traded equity securities","percent":11},{"label":"U.S. government/agency bonds","percent":15},{"label":"U.S. state and local bonds","percent":5},{"label":"Securities issued by registered investment companies or business development companies","percent":67},{"label":"Cash and cash equivalents","percent":2}],"privateFunds":0},"sources":{"adv1FilingDate":"3 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/285812/PDF/285812.pdf","brochureDate":"3 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1013978","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Granada Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Granada Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Granada Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Granada Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Granada Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Granada Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Granada Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Granada Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 3 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}