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| Happy Holidays!! thanks for using AUM13F!! |
| Greene Wealth Management LLC
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| CRD # | 137810 |
| SEC # | 801-64893 |
| CIK # | |
| AUM | $1.2 B (2025-03-12) |
| Employees | 9 (33% Investors, 0% Brokers) |
| Phone | 206-623-2200 |
| Address | 1301 5th Avenue Seattle, WA 98101-2630 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 177 | 95.1 |
| (b) Individuals (high net worth individuals) | 197 | 948.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 20.7 |
| (h) Charitable organizations | 6 | 39.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 79.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,759 | 1,183.2 |
| By Discretionary | ||
| Discretionary | 1,713 | 1,169.0 |
| Non-Discretionary | 46 | 14.2 |
| Total | 1,759 | 1,183.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,183.2 | |
| Total | 1,759 | 1,183.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
The Planning Center Inc
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|
IL | 1.2 |
|
Woodstock Corporation
✚
|
MA | 1.2 |
|
The Pinnacle Financial Group
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|
NY | 1.2 |
|
Intellus Advisors LLC
✚
|
FL | 1.2 |
|
Riverfront Investment Group LLC
✚
|
VA | 1.2 |
|
Strategic Investment Advisors LLC
✚
|
MI | 1.2 |
|
Revolve Wealth Partners LLC
✚
|
NJ | 1.2 |
|
Capital Investment Counsel LLC
✚
|
CO | 1.2 |
|
Total Wealth Planning LLC
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|
OH | 1.2 |
|
LVM Capital Management Ltd
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|
MI | 1.2 |