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GREENE WEALTH MANAGEMENT, LLC

SEATTLE, WA · CRD 137810 · IAPD ↗ · 206-623-2200

$1.41BRegulatory AUM
4Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2024 — GREENE WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
April 2024 — GREENE WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($982.0M -> $1.11B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.