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GREENLEAF FINANCIAL NETWORK, LLC

· CRD 284165 · IAPD ↗ · feenfinancial.com · (913) 515-3517

$123.7MRegulatory AUM
11Advisory reps
11Employees
0Clients
1-10Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — GREENLEAF FINANCIAL NETWORK, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — GREENLEAF FINANCIAL NETWORK, LLC (location n/a) is newly SEC-registered with $123.7M RAUM and 11 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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