SourcingSourcing

GRANADA WEALTH MANAGEMENT, LLC

B59
CRD 285812·SEC 801-133895·DAVIDSON, NC
AUM
$171.4M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$514K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GRANADA WEALTH MANAGEMENT, LLC
CRD
285812
SEC file #
801-133895
EIN
—
DBA names
—

Economics

AUM
$171.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$151.1M → $171.4M▲ +13%
Client mix
Individuals High Net Worth46
Individuals Other30

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
DAVIDSON NC
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/03/2026
ADV-W filed at
—
Website
granadawm.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
WILLMANN, BRENDAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
WILLMANN, BRENDAN
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GRANADAWM.COM
Rdap Domain Creation Date
2010-03-23T19:25:56Z
Rdap Firm Age Years
16
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.5103
Soi Zip Pct 200k Plus
0.2854
Soi Zip Returns 200k Plus
2,780
Soi Zip Total AGI
1,909,382
Fdic Zip Total Deposits
5,721,709,000
Fdic Zip Branch Count
174
Fdic Zip Top Banks
Wells Fargo Bank, National Association
Branch Banking and Trust Company

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
United Carolina BankDavidson, NC
United Carolina BankDavidson, NC
Fdic Zip HHI
2197.06
Fdic Zip Top Bank Share Pct
42.23
Fdic Zip Year
2025
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-24T11:59:59Z
Rdap Domain Last Changed
2026-03-17T14:41:37Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI19,194
Returns1,850
Stub 2
AGI43,160
Returns1,160
Stub 3
AGI59,082
Returns950
Soi Zip Total Business Income
49,101
Soi Zip Total Cap Gains
142,393
Soi Zip Total Dividends
61,710
Soi Zip Total Returns
9,740
Top Owner CRD
4252542
Trust Company Affiliate
No

People (1)

1
WILLMANN, BRENDAN
IAR · Direct Owner · 87.5%
4252542