GREENSVIEW WEALTH MANAGEMENT

Overview

Greensview Wealth Management is an independent registered investment adviser organized as an LLC and operating as a boutique capital allocator focused on individuals and families. The firm provides fee-based financial planning and portfolio management across both discretionary and non-discretionary mandates, and it also serves small businesses and institutional clients on a selective basis. Business activities include acting as a registered representative of a broker-dealer and offering insurance brokerage services, which lets the firm combine brokerage solutions with traditional advisory relationships. Investment activity centers on liquid equity exposure and third-party alternative allocations. The firm is not an active ESG investor and does not present itself as a multi-state or pension consultant adviser. Fee arrangements are flexible and include a percentage-of-AUM model alongside hourly and fixed-fee engagements, which supports both ongoing wealth-management relationships and one-off planning or consulting assignments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices