GRANADA WEALTH MANAGEMENT, LLC

Overview

Granada Wealth Management, LLC is an independent registered investment adviser that serves individual and family clients with a mix of financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm runs primarily discretionary portfolios and shows a clear preference for pooled public funds — mutual funds and other public fund vehicles — while also allocating to third‑party alternative managers. Fee arrangements are flexible and include percentage of AUM, hourly charges and fixed fees, reflecting a hybrid advisory model that can accommodate ongoing wealth management or project‑based planning. Granada does not position itself as an ESG‑focused manager and is not designated as a multi‑state adviser in its filing. Its client base and service lines suggest a family‑oriented, high‑touch practice that blends traditional public market exposure with selective access to hedge-fund strategies through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices