AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
BW

Brendan Willmann

GRANADA WEALTH MANAGEMENT
DAVIDSON, NC 28036
Some features on this profile are disabled
CRD#: 4252542
BW

Professional summary

Brendan Willmann, CFP®, who also goes by Brendan N Willmann, Brendan Neal Willmann, is a registered financial advisor currently at GRANADA WEALTH MANAGEMENT, LLC located in Davidson, North Carolina.

Brendan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Brendan has worked at 3 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brendan N Willmann | Brendan Neal Willmann

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brendan Willmann's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2008

Experience

Current

November 23, 2016 - Present

GRANADA WEALTH MANAGEMENT, LLC

Office #1: 210 Delburg Street Suite 326, Davidson, NC 28036
RIA
CRD#: 285812
DAVIDSON, NC
Past

January 26, 2009 - December 7, 2016

LPL FINANCIAL LLC

RIA
CRD#: 6413
CINCINNATI, OH
Past

January 23, 2009 - December 7, 2016

LPL FINANCIAL LLC

BD
CRD#: 6413
CINCINNATI, OH
Past

December 4, 2000 - February 12, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
CINCINNATI, OH
Past

September 7, 2000 - February 12, 2009

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CINCINNATI, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GW
GRANADA WEALTH MANAGEMENT, LLC
GRANADA WEALTH MANAGEMENT, LLC

CRD#: 285812 / SEC#: 801-133895

RIA
Registered Investment Advisory firm - (7/18/2025 Approved)
Kentucky
Registered Investment Advisory firm - (7/21/2025 Terminated)
North Carolina
Registered Investment Advisory firm - (8/6/2025 Terminated)
Ohio
Registered Investment Advisory firm - (7/21/2025 Terminated)
South Carolina
Registered Investment Advisory firm - (7/21/2025 Terminated)
Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
North Carolina
(3/19/2019)
IAR
Texas
(12/7/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/19/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/5/2000
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/7/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 6/25/2001
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 9/6/2000
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 4/23/2009
General Securities Principal Examination

Current Firm

GW
GRANADA WEALTH MANAGEMENT, LLC
GRANADA WEALTH MANAGEMENT, LLC

CRD#: 285812 / SEC#: 801-133895

RIA
Registered Investment Advisory firm - (7/18/2025 Approved)
Kentucky
Registered Investment Advisory firm - (7/21/2025 Terminated)
North Carolina
Registered Investment Advisory firm - (8/6/2025 Terminated)
Ohio
Registered Investment Advisory firm - (7/21/2025 Terminated)
South Carolina
Registered Investment Advisory firm - (7/21/2025 Terminated)
Texas
Registered Investment Advisory firm - (7/21/2025 Terminated)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
210 Delburg Street Suite 326, Davidson, NC 28036
Mailing Address
99 Jackson Street Suite 340, Davidson, NC 28036
Phone number
(888) 928-9728
Established
Firm type
Fiscal year end
# of Employees
1

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GRANADA WEALTH ADV PART 2A & 2B ANNUAL AMENDMENT V.03.03.26 (3/3/2026)

Regulatory assets under management

Total Number of Accounts665
AUM (Assets Under Management)$ 171,378,044

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GRANADA WEALTH MANAGEMENT, LLC

CRD#: 285812Davidson, NC 28036

TRUST BUT VERIFY

Monitor Brendan Willmann

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

JS
John SandersAdvisorCheck Check Mark
PORTUS WEALTH ADVISORS, LLC
IAR
CHARLOTTE, NC
JW
Jessica WilliamsAdvisorCheck Check Mark
VANGUARD ADVISERS, INC.
IAR
RR
CHARLOTTE, NC
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.