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- Custodian
- Charles Schwab & Company · Jackson National Life · LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-23-2016
- Office Locations
- 1
Office Locations
About Granada Wealth Management, LLC
Granada Wealth Management is a fully independent advisory practice founded in 2009 by Brendan Willmann (CFA, CFP, CPA, Enrolled Agent). The firm specializes in integrating tax and financial planning for a niche clientele of self-employed professionals and retirees, with intentionally limited capacity (no more than 75 families). Investment implementation is primarily in public funds and ETFs alongside meaningful fixed-income exposure; custody includes Charles Schwab.
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Owner & Executives
BRENDAN WILLMANN
Chief Compliance Officer, Enrolled Agent, PRINCIPAL
- CRD
- #4252542
- Ownership
- 75% or more
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,378,044 | $257,711 |
| Non-Discretionary | $0 | -- |
| Total | $171,378,044 | $257,711 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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