Greenline Wealth Management

Overview

Greenline Wealth Management is an independent, owner-operated registered investment adviser that began SEC registration in 2026. The firm serves both individual and family clients as well as institutional accounts and positions itself as a capital allocator—sourcing third-party managers in addition to managing public securities. Its billing options include a percentage-of-AUM fee schedule plus hourly and fixed-fee arrangements. Core advisory services listed on the firm’s materials include financial planning, discretionary portfolio management for individuals and small businesses, selective pension consulting, and selection of other advisers. Greenline reports an affiliation with an insurance company and does not present itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices