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- Custodian
- Charles Schwab & Company · Jackson National Life · LPL Financial
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-03-2022
- Office Locations
- 2
Office Locations
About Garland AND Greenwood Wealth Advisors LLC
Garland and Greenwood Wealth Advisors is an objective wealth management firm serving families through retirement and life transitions with written, goal-based financial plans grounded in risk tolerance and time horizon. Services span portfolio construction, budgeting/cash-flow, tax and estate/legacy planning, including charitable goals. Custodies through Charles Schwab and runs ETF-centric portfolios.
Reported data analysis
What the numbers show
Of the latest reported AUM, 69.0% is discretionary and 31.0% is non-discretionary.
The firm reports 4 advisory representatives and 280 clients, or 70 clients per representative. That equates to $273.1K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on July 22, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Garland AND Greenwood Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
WILLIAM LOUIS CRISWELL JR.
Owner
- CRD
- #4416326
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Braden Douglas Burnett
Planning Associate
- CRD
- #8122544
RICHARD BRYAN SIMPSON
--
- CRD
- #2451373
Showing 2 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,763,781 | -- |
| Non-Discretionary | $23,709,085 | -- |
| Total | $76,472,866 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Garland AND Greenwood Wealth Advisors LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.