Greene Wealth Management LLC

Overview

Greene Wealth Management LLC is a small, independent registered investment advisor that focuses on fee-based portfolio management and financial planning for individuals, families and small business owners. The firm runs equity-biased portfolios, using exchange-traded equities as the primary building block for client accounts and pairing that equity exposure with mutual fund sleeves and limited allocations to third-party hedge funds where appropriate. Fee billing is a percentage of assets under management, and the firm also operates as an insurance broker, which it integrates into client planning when insurance solutions are relevant. Portfolios are managed with a clear preference for publicly traded equity instruments rather than fixed income or cash-heavy allocations. The firm does not identify as an active ESG investor and functions as an independent RIA with an owner-operated structure rather than a multi-state or large institutional platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices