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GRANADA WEALTH MANAGEMENT, LLC

DAVIDSON, NC · CRD 285812 · IAPD ↗ · granadawm.com · 888-928-9728

$171.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2025 — GRANADA WEALTH MANAGEMENT, LLC (DAVIDSON, NC) is newly SEC-registered with $151.1M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.