GREENE WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2005

Total AUM

$1.4B

Discretionary

$1.4B

99% of AUM

Avg account

$790K

Accounts

1,783

Employees

Advisory reps

Firm details

Headquarters: SEATTLE, Washington
CRD number: 137810
Registered since: November 15, 2005
Website: greenewealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI79.58%
Individuals8.34%
Corporations / Businesses6.97%
Charitable Organizations3.33%
Pension & Profit Sharing Plans1.78%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Greene Wealth Management, LLC is an independent, owner-operated registered investment adviser that has been SEC-registered since 2005. The firm serves both individual and family clients as well as institutional and business accounts. Its advisory menu includes comprehensive financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as a capital allocator and works with third-party managers to implement portions of client portfolios. Greene Wealth Management does not present itself as an active ESG investor. The firm was named among FA Magazine’s Top RIA Firms in 2020.