CRD: 318815
Garland AND Greenwood Wealth Advisors LLC
$76.5M Total AUM
$52.8M Disc. AUM
-- 3Y CAGR
4 Employees
280 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Jackson National Life · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-03-2022
- Office Locations
- 2
Office Locations
40 Rahling Circle Little Rock AR
7915 HWY 300 Roland AR
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.
Team overview
-- AVG AGE
$19.1M AVG AUM / ADVISOR
$273.1K AVG AUM / CLIENT
1.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
W
WILLIAM LOUIS CRISWELL JR.
Owner
- CRD
- #4416326
- Ownership
- 75% or more
Available
Available
Available
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B
Braden Douglas Burnett
--
- CRD
- #8122544
Available
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R
RICHARD BRYAN SIMPSON
--
- CRD
- #2451373
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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