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, LLC-structured registered investment advisor that began SEC registration in 2026. The firm bills itself as a capital allocator serving individual and family clients as well as institutional investors. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Fee arrangements are a mix of asset-based fees, hourly charges, and fixed fees. Greenline reports an affiliation with an insurance company and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$69.4M in ETFs
54%
$37.5M
45%
$31.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| CAPITAL GROUP DIVIDEND VALUE ETF (CGDV) | Capital Group | Active | Large Value | $7.8M | 157,584 | 11.19% |
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
Similar firms
CS Advisors Inc.
RIABoca Raton, FL
Secure Wealth, Inc.
RIABoca Raton, FL
Epic Advisory Services Corp
RIABoca Raton, FL
Red Reef Advisors LLC
RIABoca Raton, FL
Financial Trust Asset Management Chartered
RIABoca Raton, FL
Statetrust Capital, LLC
RIABoca Raton, FL