Greerwalker Cpas and Advisors — CHARLOTTE, NC
Marketing BrandSpecialized tax, advisory, accounting firm and CPA firm in Greenville, SC and Charlotte, NC, enhancing operations globally. Operating under WEDGE CAPITAL MANAGEMENT LLP (CRD #106234).
Why This Matters
A marketing brand is the name a financial advisor uses with clients. It is often different from the SEC-registered firm that is legally responsible for their conduct and your money.
When you search for “Greerwalker Cpas and Advisors,” you won't find it on the SEC or FINRA websites. That's because the regulatory entity is WEDGE CAPITAL MANAGEMENT LLP. Any disclosures, complaints, or regulatory actions are filed under the firm — not the brand.
Source: SEC Form ADV filings and FINRA BrokerCheck
The Relationship
WEDGE CAPITAL MANAGEMENT LLP
CRD 106234 · IA
Brand Information
Inherited Transparency Score
Marketing brands inherit the transparency score of their registered parent firm. This score is not specific to Greerwalker Cpas and Advisors — it reflects the regulatory profile of WEDGE CAPITAL MANAGEMENT LLP.
What This Means
The firm behind this brand has strong transparency practices. Their regulatory filings show comprehensive disclosure across fees, conflicts, and services.
This firm's regulatory filings show comprehensive disclosure. The full firm profile has the details.
See full score breakdownRegulatory Context
Regulatory oversight is under WEDGE CAPITAL MANAGEMENT LLP
Any complaints, disclosures, or disciplinary actions are filed against the registered firm — not the marketing brand. Always check the firm's record, not just the brand name.
1 of 21 firm advisors use this brand
WEDGE CAPITAL MANAGEMENT LLP has 21 total registered advisors. Only 1 operates under the Greerwalker Cpas and Advisors brand name.
Verify before you trust
A polished brand name doesn't guarantee quality advice. Check the firm's full regulatory profile and each advisor's individual score before making decisions.
Advisors Under This Brand(1)
These advisors use the Greerwalker Cpas and Advisors brand name with their clients. Each has their own individual transparency score based on their personal regulatory record.