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GREENLINE WEALTH MANAGEMENT

BOCA RATON, FL · CRD 298397 · IAPD ↗ · 561-405-6609

$117.0MRegulatory AUM
7Advisory reps
7Employees
143Clients
0Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
June 2026 — GREENLINE WEALTH MANAGEMENT (BOCA RATON, FL) is newly SEC-registered with $117.0M RAUM and 6 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.