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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

GREERWALKER WEALTH LLC

CRD 118154

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e268cf6-c528-73e0-5c6b-368ed466f800

Data as of Sep 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 15
On other graphs: 0
Observed: Mar 22, 2012 to Sep 22, 2022
23 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $346MItem 5.F on the latest filing (2022-09-22); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $346M
Private client RAUM: $335MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 5
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 618
Individual clients: 131
High net worth clients: 91
Custody, client assets: $141M
SEC number: 801-61246
CRD: 118154
Filings on the tape: 23
First filed: Mar 22, 2012
Latest filed: Sep 22, 2022
Organised: Limited Liability Company, North Carolina

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GREERWALKER WEALTH PARTNERS LLC	Owner	D	yes	10/2020	Sep 22, 2022	Sep 22, 2022
HUTCHBY, JAMES, ERIC	Owner	E	yes	10/2020	Oct 30, 2020	Sep 22, 2022
HUTCHBY, JAMES, ERIC	MEMBER, CLASS A VOTING SHARES	C	yes	10/2020	Oct 30, 2020	Sep 22, 2022
MANGELS, JONATHAN, HAROLD	Manager	Na	yes	01/2011	Mar 22, 2012	Sep 22, 2022
MANGELS, JONATHAN, HAROLD	Manager	F	yes	10/2020	Mar 22, 2012	Sep 22, 2022
MCLESTER, JONATHAN, MICHAEL	Manager	F	yes	10/2020	Mar 25, 2014	Sep 22, 2022
MCLESTER, JONATHAN, MICHAEL	Manager	Na	yes	01/2014	Mar 25, 2014	Sep 22, 2022
MCNAMARA, MICHAEL, A.	Manager	F	yes	10/2020	Mar 22, 2012	Sep 22, 2022
NORMAN, JOHN, MARK	Manager	Na	yes	09/2019	Mar 22, 2012	Sep 22, 2022
NORMAN, JOHN, MARK	Manager	F	yes	10/2020	Mar 22, 2012	Sep 22, 2022
SMITH, ANTHONY, LLOYD	Manager	F	yes	10/2020	Mar 22, 2012	Sep 22, 2022
COFFEY, DOROTHY, SLOAN	CHIEF COMPLIANCE OFFICER	Na	no	07/2022	Mar 27, 2020	Sep 22, 2022
TRAVERSE PARTNERS LLC	Owner	B	no	10/2020	Sep 22, 2022	Sep 22, 2022

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
GREERWALKER LLP	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Greenville	Sc	United States	3	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2021	Mar 28, 2022	$346M	$346M	7	5	1	n/a	n/a
2020	Mar 25, 2021	$336M	$336M	7	5	1	n/a	n/a
2019	Mar 27, 2020	$309M	$309M	14	2	0	n/a	n/a
2018	Mar 4, 2019	$407M	$407M	6	3	0	n/a	n/a
2017	Mar 12, 2018	$430M	$430M	7	4	0	n/a	n/a
2016	Mar 1, 2017	$390M	$390M	6	4	n/a	n/a	n/a
2015	Feb 23, 2016	$333M	$333M	6	4	n/a	n/a	n/a
2014	Mar 30, 2015	$338M	$338M	14	4	n/a	n/a	n/a
2013	Mar 25, 2014	$327M	$327M	13	3	n/a	n/a	n/a
2012	Apr 1, 2013	$272M	$272M	12	3	n/a	n/a	n/a
2011	Mar 22, 2012	$236M	$236M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2021	$346M	$336M	3.1%	$407M	-5.2%	5	7	1	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CHOREO, LLC	3	Feb 9, 2023	Feb 13, 2023	CHARLOTTE, NC	Firm absorbed	RIA to RIA	100.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TRAVERSE WEALTH	3	Dec 31, 2020	Nov 23, 2020	MOORESVILLE, NC	Firm absorbed	Other	100.0%

Relationships

Controls (7)

← HUTCHBY, JAMES, ERICOwnerOWNER, ownership code E, individual
Oct 30, 2020 to presentfactForm ADV
← NORMAN, JOHN, MARKOwnerMANAGER, ownership code F, individual
Mar 22, 2012 to presentfactForm ADV
← MCNAMARA, MICHAEL, A.OwnerMANAGER, ownership code F, individual
Mar 22, 2012 to presentfactForm ADV
← MANGELS, JONATHAN, HAROLDOwnerMANAGER, ownership code F, individual
Mar 22, 2012 to presentfactForm ADV
← SMITH, ANTHONY, LLOYDOwnerMANAGER, ownership code F, individual
Mar 22, 2012 to presentfactForm ADV
← MCLESTER, JONATHAN, MICHAELOwnerMANAGER, ownership code F, individual
Mar 25, 2014 to presentfactForm ADV
← GREERWALKER WEALTH PARTNERS LLCOwnerOWNER, ownership code D, domestic entity
Sep 22, 2022 to presentfactForm ADV

Owns (2)

← COFFEY, DOROTHY, SLOANOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 27, 2020 to presentfactForm ADV
← TRAVERSE PARTNERS LLCOwnerOWNER, ownership code B, domestic entity
Sep 22, 2022 to presentfactForm ADV

Moved with (1)

→ CHOREO, LLCRegistered adviser3 advisors, firm absorbed, same day
Feb 9, 2023 to Feb 13, 2023factForm ADV

Registered with (10)

← JAMES ERIC HUTCHBYAdvisorregistration: previous registration
Nov 23, 2020 to Feb 9, 2023factForm ADV
← Monica Thomas HamiltonAdvisorregistration: previous registration
May 21, 2019 to Feb 9, 2023factForm ADV
← Riley ZayicekAdvisorregistration: previous registration
Jul 1, 2021 to Feb 9, 2023factForm ADV
← PETER MADISON WALTONAdvisorregistration: previous registration
Nov 23, 2020 to Sep 21, 2022factForm ADV
← Jennifer Nichole SmithAdvisorregistration: previous registration
Nov 23, 2020 to Oct 11, 2021factForm ADV
← GEOFFREY HENRY OWENAdvisorregistration: previous registration
Sep 21, 2016 to Feb 1, 2021factForm ADV
← Donna Lee RasileAdvisorregistration: previous registration
May 22, 2013 to Apr 13, 2020factForm ADV
← JAMES NORMAN REICHARDAdvisorregistration: previous registration
Nov 12, 2009 to Jan 2, 2020factForm ADV
← ERIC ALEXANDER HARBERTAdvisorregistration: previous registration
Nov 20, 2012 to Jun 30, 2015factForm ADV
← JOSHUA SCOTT MAYORAdvisorregistration: previous registration
Jan 18, 2012 to Sep 17, 2012factForm ADV

Dated events

Occurred
Feb 9, 2023
Firm absorbed
Greerwalker Wealth LLC's advisors moved to Choreo, LLC (Charlotte, NC): 3 of 3 registered, on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Feb 9, 2023
Advisor changed firm
Riley Zayicek left Greerwalker Wealth Llc for Choreo, Llc (registered 2023-02-13)
Form ADVobserved 5 days ago
Occurred
Feb 9, 2023
Advisor changed firm
James Eric Hutchby left Greerwalker Wealth Llc for Choreo, Llc (registered 2023-02-13)
Form ADVobserved 5 days ago
Occurred
Feb 9, 2023
Advisor changed firm
Monica Thomas Hamilton left Greerwalker Wealth Llc for Choreo, Llc (registered 2023-02-13)
Form ADVobserved 5 days ago
Occurred
Sep 22, 2022
Control person left
Madison Peter Walton (Member) no longer on Schedule A of Greerwalker Wealth Llc (listed 2022-07-13, absent 2022-09-22)
Form ADVobserved 5 days ago
Occurred
Sep 21, 2022
Advisor changed firm
Peter Madison Walton left Greerwalker Wealth Llc for 7Pw Wealth, Llc (registered 2022-10-20)
Form ADVobserved 5 days ago
Occurred
Jul 13, 2022
Control person left
Hugh Brian Smith (Chief Compliance Officer) no longer on Schedule A of Greerwalker Wealth Llc (listed 2022-03-28, absent 2022-07-13)
Form ADVobserved 5 days ago
Occurred
Oct 30, 2020
Control person joined
Eric James Hutchby (Member) appeared on Schedule A of Greerwalker Wealth Llc
Form ADVobserved 5 days ago
Occurred
Oct 30, 2020
Control person joined
Madison Peter Walton (Member) appeared on Schedule A of Greerwalker Wealth Llc
Form ADVobserved 5 days ago
Occurred
Oct 30, 2020
Control person joined
Hugh Brian Smith (Chief Compliance Officer) appeared on Schedule A of Greerwalker Wealth Llc
Form ADVobserved 5 days ago
Occurred
Oct 30, 2020
Control person left
Sloan Carper (Chief Compliance Officer) no longer on Schedule A of Greerwalker Wealth Llc (listed 2020-06-25, absent 2020-10-30)
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Control person joined
Sloan Carper (Chief Compliance Officer) appeared on Schedule A of Greerwalker Wealth Llc
Form ADVobserved 5 days ago
Occurred
Mar 27, 2020
Control person left
Lee Donna Rasile (Chief Compliance Officer) no longer on Schedule A of Greerwalker Wealth Llc (listed 2019-11-13, absent 2020-03-27)
Form ADVobserved 5 days ago
Occurred
Oct 11, 2019
Control person joined
Lee Donna Rasile (Chief Compliance Officer) appeared on Schedule A of Greerwalker Wealth Llc
Form ADVobserved 5 days ago
Occurred
Oct 11, 2019
Control person left
Norman James Reichard (Managing Member, Chief Compliance Officer) no longer on Schedule A of Greerwalker Wealth Llc (listed 2019-03-04, absent 2019-10-11)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e268cf6-c528-73e0-5c6b-368ed466f800
First observed: Mar 22, 2012
Last observed: Sep 22, 2022 48 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GREERWALKER WEALTH LLC

CRD 118154

CHARLOTTE, NC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2e268cf6-c528-73e0-5c6b-368ed466f800

Data as of Sep 22, 2022 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:51 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GREERWALKER WEALTH PARTNERS LLC

Owner

yes

10/2020

Sep 22, 2022

HUTCHBY, JAMES, ERIC

Owner

yes

10/2020

Oct 30, 2020

Sep 22, 2022

HUTCHBY, JAMES, ERIC

MEMBER, CLASS A VOTING SHARES

yes

10/2020

Oct 30, 2020

Sep 22, 2022

MANGELS, JONATHAN, HAROLD

Manager

yes

01/2011

Mar 22, 2012

Sep 22, 2022

MANGELS, JONATHAN, HAROLD

Manager

yes

10/2020

Mar 22, 2012

Sep 22, 2022

MCLESTER, JONATHAN, MICHAEL

Manager

yes

10/2020

Mar 25, 2014

Sep 22, 2022

MCLESTER, JONATHAN, MICHAEL

Manager

yes

01/2014

Mar 25, 2014

Sep 22, 2022

MCNAMARA, MICHAEL, A.

Manager

yes

10/2020

Mar 22, 2012

Sep 22, 2022

NORMAN, JOHN, MARK

Manager

yes

09/2019

Mar 22, 2012

Sep 22, 2022

NORMAN, JOHN, MARK

Manager

yes

10/2020

Mar 22, 2012

Sep 22, 2022

SMITH, ANTHONY, LLOYD

Manager

yes

10/2020

Mar 22, 2012

Sep 22, 2022

COFFEY, DOROTHY, SLOAN

CHIEF COMPLIANCE OFFICER

07/2022

Mar 27, 2020

Sep 22, 2022

TRAVERSE PARTNERS LLC

Owner

10/2020

Sep 22, 2022

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

GREERWALKER LLP

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Greenville

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2021

Mar 28, 2022

$346M

n/a

2020

Mar 25, 2021

$336M

n/a

2019

Mar 27, 2020

$309M

n/a

2018

Mar 4, 2019

$407M

n/a

2017

Mar 12, 2018

$430M

n/a

2016

Mar 1, 2017

$390M

n/a

2015

Feb 23, 2016

$333M

n/a

2014

Mar 30, 2015

$338M

n/a

2013

Mar 25, 2014

$327M

n/a

2012

Apr 1, 2013

$272M

n/a

2011

Mar 22, 2012

$236M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2021

$346M

$336M

3.1%

$407M

-5.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CHOREO, LLC

Feb 9, 2023

Feb 13, 2023

CHARLOTTE, NC

Firm absorbed

RIA to RIA

100.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TRAVERSE WEALTH

Dec 31, 2020

Nov 23, 2020

MOORESVILLE, NC

Firm absorbed

Other

100.0%