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| Greene Wealth Management LLC
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|
|---|---|
| CRD # | 137810 |
| SEC # | 801-64893 |
| CIK # | |
| AUM | $982.0 MM (2023-03-10) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 206-623-2200 |
| Address | 1301 5th Avenue Seattle, WA 98101-2630 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 48.6 |
| (b) Individuals (high net worth individuals) | 255 | 764.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 28.2 |
| (h) Charitable organizations | 6 | 35.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 105.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,684 | 982.0 |
| By Discretionary | ||
| Discretionary | 1,641 | 958.9 |
| Non-Discretionary | 43 | 23.0 |
| Total | 1,684 | 982.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 981.9 | |
| Total | 1,684 | 982.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hottinger & Co Limited
✚
|
1.0 | |
|
CWS Financial Advisors LLC
✚
|
MI | 1.0 |
|
Boston Hill Advisors LLC
✚
|
MA | 1.0 |
|
Legacy Financial Advisors Inc
✚
|
KY | 1.0 |
|
Capital Planning Advisors LLC
✚
|
CA | 1.0 |
|
Wedmont Private Capital LLC
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|
PA | 1.0 |
|
Hazlett Burt & Watson Inc
✚
|
WV | 1.0 |
|
Kings Path Partners LLC
✚
|
TX | 1.0 |
|
Isthmus Partners LLC
✚
|
WI | 1.0 |
|
Spectrum Management Group LLC
✚
|
IN | 1.0 |