GREENSVIEW WEALTH MANAGEMENT
GREENSVIEW WEALTH MANAGEMENT LLC Legal Name
Adviser information for GREENSVIEW WEALTH MANAGEMENT last updated from Form ADV on January 4th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Illinois, United States |
Employees
| Total Number of Employees | 5 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 2 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 4 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 194 | $62.1M |
| Non-Discretionary | 179 | $59.0M |
| Total | 373 | $121.1M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 144 | $44.8M |
| HNW Individuals | 34 | $72.5M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $1.9M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | <5 | $1.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
| Other Business Activities | Registered representative of a broker-dealerInsurance broker or agent |
Identifiers
| SEC RIA File Number | 801-113535 |
|---|---|
| SEC ERA File Number | 801-113535 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 297321 |
| Legal Entity Identifier | None |
Principal Office
501 CORPORATE CENTER DRIVESUITE 315
FRANKLIN
TN
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 615-551-3050, Fax: None
Chief Compliance Officer
MATTHEW WILKES
CHIEF COMPLIANCE OFFICER
5908 TOOLE DRIVE
SUITE A
KNOXVILLE
TN
United States
Tel:
865-583-7390
W*****@*******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| WILKES, MATTHEW, KENNETH | Individual | – | CHIEF COMPLIANCE OFFICER/MEMBER | 07/2015 | > 75% |
| GHIA, DEREK, A | Individual | – | CHIEF EXECUTIVE OFFICER | 01/2022 | < 5% |