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GREENWOOD INVESTORS LLC

NEW YORK, NY · CRD 155088 · IAPD ↗ · gwinvestors.com · 212-920-4207

$179.8MRegulatory AUM
2Advisory reps
4Employees
0Clients
n/aPlanning clients
10Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — GREENWOOD INVESTORS LLC notice-filed in CA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2026 — GREENWOOD INVESTORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2026 — GREENWOOD INVESTORS LLC reported RAUM up 54% ($116.5M -> $179.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
68
April 2025 — GREENWOOD INVESTORS LLC reported RAUM up 65% ($70.6M -> $116.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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