AdvisorOS Directory
Claim Profile
PW

Peter Madison Walton

GREERWALKER WEALTH LLC·CHARLOTTE, North Carolina
Unclaimed Profile
227 WEST TRADE STREET, CHARLOTTE, NC 28202CRD# 5734995Firm CRD# 118154
01

About

Peter Madison Walton is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with GREERWALKER WEALTH LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
GREERWALKER WEALTH LLC
GREERWALKER WEALTH LLC
AUM
$346M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GREERWALKER WEALTH LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5734995
Firm CRD# 118154
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHARLOTTE?

Browse all registered financial advisors in CHARLOTTE, North Carolina or claim this profile if it's yours.

Browse CHARLOTTE AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Peter Madison Walton offer?
Peter Madison Walton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Peter Madison Walton's credentials?
Peter Madison Walton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Madison Walton located?
Peter Madison Walton is based in CHARLOTTE, North Carolina, working with GREERWALKER WEALTH LLC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Peter Madison Walton charge for services?
Peter Madison Walton's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GREERWALKER WEALTH LLC?
GREERWALKER WEALTH LLC has approximately 5 employees and manages $346M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CHARLOTTE
Derek Austin Flowers — STRUCTURED CREDIT PARTNERS LLCDavid Norman Stedman — ASSIDUOUS STRATEGIC INVESTMENTS, LLCMatteo Simone Amoroso — ASSIDUOUS STRATEGIC INVESTMENTS, LLCCaleb Hampton Rowe — ASSIDUOUS STRATEGIC INVESTMENTS, LLCM. Timothy Corbett — BARINGS LLC
Nearby cities in North Carolina
RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
RALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile