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| Greene Wealth Management LLC
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|---|---|
| CRD # | 137810 |
| SEC # | 801-64893 |
| CIK # | |
| AUM | $1.4 B (2026-04-29) |
| Employees | 9 (44% Investors, 0% Brokers) |
| Phone | 206-623-2200 |
| Address | 1301 5th Avenue Seattle, WA 98101-2630 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 178 | 117.5 |
| (b) Individuals (high net worth individuals) | 199 | 1,121.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 25.0 |
| (h) Charitable organizations | 5 | 46.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 98.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,783 | 1,408.9 |
| By Discretionary | ||
| Discretionary | 1,777 | 1,392.4 |
| Non-Discretionary | 6 | 16.5 |
| Total | 1,783 | 1,408.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,408.9 | |
| Total | 1,783 | 1,408.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
V-Square Quantitative Management LLC
✚
|
IL | 1.4 |
|
GPS Wealth Strategies Group LLC
✚
|
CO | 1.4 |
|
Claro Advisors Inc
✚
|
MA | 1.4 |
|
Seven Springs Wealth Group LLC
✚
|
TN | 1.4 |
|
Cumberland Investment Counsel Inc
✚
|
1.4 | |
|
Greenline Partners LLC
✚
|
NY | 1.4 |
|
Marino Stram and Associates LLC
✚
|
MA | 1.4 |
|
49 Wealth Management LLC
✚
|
TX | 1.4 |
|
Schroder Wealth Management US Limited
✚
|
1.4 | |
|
Werba Rubin Papier Wealth Management LLC
✚
|
CA | 1.4 |