Greenline Wealth Management
Firm details
- Headquarters
- Boca Raton, Florida
- CRD number
- 298397
- Registered since
- May 1, 2026
- Website
- greenlinewm.com
- Custodians
- ALTRUIST FINANCIAL LLC, PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.23%
- Individuals29.53%
- Corporations / Businesses18.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Greenline Wealth Management is an independent, SEC-registered registered investment adviser organized as an LLC and established for advisory activity beginning in 2026. The firm serves both individual/family and institutional clients and positions itself as a capital allocator that blends fee models (percentage of AUM, hourly and fixed fees). Core advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selecting other advisers. The firm reports an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities43%
- US Government Bonds2%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Owners & executives
1 of 1
Christopher Gacom
Managing Principal, CEOCRD 5910559
Contacts
3 of 6
Matthew Pitzulo
Director, Wealth AdvisorCRD 7712428
Joshua Carelli
Director, Wealth AdvisorCRD 5684477
Patrick Mccoy
Investment Adviser RepresentativeCRD 6037541
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 77Active vs passive
$122M in ETFs
36%
$44M
62%
$77.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $7.8M | 157,584 | 6.38% |
Location
Boca Raton, FL
Palm Beach
Location
Boca Raton, FL
Headquartered in Boca Raton, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 301 E Yamato Rd
- Time zone
- ET (UTC-5)
- Office locations
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