Greerwalker Wealth Management LLC
Legal Name: GREERWALKER WEALTH MANAGEMENT LLC
Full Contact Details
Greerwalker Wealth Management LLC
227 WEST TRADE STREET, SUITE 1100, CHARLOTTE, NC
704.377.0239
704.377.8663
Other Info
Greerwalker Wealth Management LLC is a limited liability company based in NC, with six employees, three of whom are in advisory roles, but its number of clients served is unknown. The firm has been approved by the SEC and registered since June 14, 2002.
CPAs and Accounting Firm | Business Advisors | GreerWalker
GreerWalker is a CPAs and accounting firm providing services focused exclusively on the needs of privately held middle market companies & individuals.
Direct Owners
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ANTHONY LLOYD SMITH
MEMBER owns more than 5% but less than 10%
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BARRY TODD LEASURE
MEMBER owns more than 10% but less than 25%
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DAVID DREYFUSS JONES
MEMBER owns more than 5% but less than 10%
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JAMES NORMAN REICHARD
MANAGING MEMBER, CHIEF COMPLIANCE OFFICER owns more than 10% but less than 25%
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JOHN MARK NORMAN
MEMBER owns more than 10% but less than 25%
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JONATHAN HAROLD MANGELS
MEMBER owns more than 10% but less than 25%
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JONATHAN MICHAEL MCLESTER
MEMBER owns more than 5% but less than 10%
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MICHAEL A. MCNAMARA
MEMBER owns more than 10% but less than 25%
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SANDI OZMENT THORMAN
MEMBER owns more than 5% but less than 10%
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DONNA LEE RASILE
CHIEF COMPLIANCE OFFICER owns less than 5%
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