Graham Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Graham Wealth Management LLC provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm manages roughly $3.5 million across a small client base and documents client goals and risk tolerance in individualized Investment Policy Statements.
The adviser employs fundamental analysis, modern portfolio theory and technical analysis to build IPS-driven strategies and reviews accounts at least quarterly. Trading approaches can include long- and short-term positions and the use of margin and options, but the adviser operates on a primarily non-discretionary basis so clients retain final trade approval.
Notable differences from many peers include the firm’s entirely non-discretionary AUM, which is uncommon for independent advisers, and its use of margin and options strategies that carry elevated risks. The adviser’s principal is also a licensed insurance agent who may recommend and sell insurance products to clients (a disclosed conflict of interest), and the firm requires clients to custody assets with approved custodians rather than allowing client-directed broker selection.
Client services
Expertise
Fee options
2.00% annually
Between $100 and $450 per hour
Main office
407 Florida Ln
Panama City Beach FL 32413
Advisors at this office
1
Most active in
Florida · Maryland
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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