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| Greenline Wealth Management LLC
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|---|---|
| CRD # | 298397 |
| SEC # | 801-136186 |
| CIK # | 0002111541 |
| AUM | 117.0 M (2026-04-02) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-405-6609 |
| Address | 301 Yamato Road Boca Raton, FL 33431 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002111541 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.5 | ||
| Apple Inc | 4.3 | ||
| Tesla Motors Inc | 2.1 | ||
| Microsoft Corp | 2.0 | ||
| Alphabet Inc | 2.0 | ||
| Facebook Inc | 2.0 | ||
| Amazon Com Inc | 1.9 | ||
| Broadcom Inc | 1.8 | ||
| General Electric Co | 1.2 | ||
| GS Acquisition Holdings Corp | 1.0 | ||
| Palantir Technologies Inc | 1.0 | ||
| J P Morgan Chase & Co | 1.0 | ||
| GE Vernova Inc | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 199 | 34.5 |
| (b) Individuals (high net worth individuals) | 35 | 61.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 13 | 21.3 |
| (n) Other | 0 | 0.0 |
| Total | 410 | 117.0 |
| By Discretionary | ||
| Discretionary | 408 | 116.8 |
| Non-Discretionary | 2 | 0.1 |
| Total | 410 | 117.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 117.0 | |
| Total | 410 | 117.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002111541] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 143 |
| Serves | Institutional, Retail |
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