EG
EG

Eduardo Giralt

20 Years of Experience
Woodlands, TX
2 Disclosures

Eduardo Giralt is a registered investment advisor at Direwolf Wealth Management, LLC, based in Woodlands, TX, with 20 years of industry experience. Eduardo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 33 clients with $9M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
33 clients
Average Client Portfolio
$272K average
Assets Under Management
$9.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The exact percentage may be negotiated individually with each client. For sophisticated, qualified clients, Governing Dynamics may also agree to a performance-based fee (typically up to 20%).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

1095 Evergreen Circle, Suite 200, Woodlands, TX, 77380

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
Customer Dispute
June 2009
Settled
Other Business Activities

Eduardo is a registered financial advisor in Mexico working for Grupo Bursatil Mexicano, providing financial advice to Mexican nationals dealing with registered securities. He devotes nearly full-time to this activity.

Employment History
Current Registrations
Direwolf Wealth Management, LLC
June 2015 - Present · 10 yrs 11 mos
Previous Registrations
Forte Securities LLCBroker
January 2019 - May 2019 · 4 mos
Alveo Wealth Management, LLC
March 2016 - July 2020 · 4 yrs 4 mos
Gwm Group, INC.Broker
August 2015 - July 2017 · 1 yr 11 mos
Tct Securities & Derivatives, LLCBroker
June 2014 - August 2015 · 1 yr 2 mos
Global Investor Services, L.C.Broker
January 2013 - June 2014 · 1 yr 5 mos
Tradewire Securities LLCBroker
November 2009 - December 2012 · 3 yrs 1 mo
Horwitz & Associates, INC.Broker
June 2009 - September 2009 · 3 mos
Atlas One Financial Group, LLCBroker
December 2007 - March 2009 · 1 yr 3 mos
Scotia International, INC.Broker
March 2000 - December 2002 · 2 yrs 9 mos
State Registrations1 state
TX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Eduardo Giralt - Financial Advisor | TrueAdvisor