G
Granville Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$66,147,962
Clients
67
70% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
67
Very HighAverage account size
$987,283
About
Granville Wealth Management serves primarily individual clients and provides investment advisory services including discretionary and non-discretionary managed accounts, portfolio management, and written investment strategies. The firm reports roughly $67 million in discretionary assets under management across about 67 client accounts.
The adviser tailors recommendations to clients’ objectives, time horizon, and risk tolerance, employing approaches such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term purchases. Accounts are reviewed at least quarterly, and the firm discloses that it performs due diligence on service providers that use artificial intelligence or machine learning to address related data and security risks.
The brochure discloses affiliations that set the firm apart from many peers: employees may act as licensed insurance agents through an affiliated insurance entity and also provide tax-preparation services, with the firm acknowledging the potential conflicts when commissionable products are recommended. It also notes that the owner serves as a compensated trustee/executor for some non-client accounts and that the firm works with charitable organizations in addition to individual investors.
Client services
Portfolio management
Expertise
Annuities
Fee options
$250,000 - $500,000: 1.75% $500,001 - $750,000: 1.50% $750,001 - $1,000,000: 1.25% $1,000,001+: 1.00%
Account minimum: $250,000
Most active in
Granville Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Louisiana · North Carolina
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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