GREENE WEALTH MANAGEMENT, LLC
Adviser information for GREENE WEALTH MANAGEMENT, LLC last updated from Form ADV on March 26th, 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 | Delaware, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 3 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1,652 | $1.1B |
| Non-Discretionary | 41 | $26.5M |
| Total | 1,693 | $1.1B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 180 | $78.9M |
| HNW Individuals | 204 | $856.7M |
| 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 | 8 | $31.7M |
| Charitable organizations | 6 | $39.8M |
| 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 | 8 | $103.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 1 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)CONSULTING |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64893 |
|---|---|
| SEC ERA File Number | 801-64893 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 137810 |
| Legal Entity Identifier | None |
Principal Office
1301 5TH AVENUESUITE 3410
SEATTLE
WA
United States
Monday - Friday, 7:30 AM TO 4:00 PM
Tel: 206-623-2200, Fax: 206-623-2202
Chief Compliance Officer
SHERI K. CHRISTENSEN
OPERATIONS MANAGER
1301 5TH AVENUE
SUITE 3410
SEATTLE
WA
United States
Tel:
206-623-2200
Fax:
206-623-2202
S*****@*******************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 |
|---|---|---|---|---|---|
| DOWNING, CHRISTOPHER, BRYAN | Individual | – | MEMBER | 01/2014 | 25-50% |
| RADABAUGH, JASON, ROBERT | Individual | – | MEMBER | 01/2014 | 25-50% |
| CHRISTENSEN, SHERI, KAY | Individual | – | CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | 03/2016 | < 5% |
| LOWE, MATTHEW, BENJAMIN | Individual | – | MEMBER | 01/2016 | 25-50% |