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GREENWOOD PINE PARTNERS

MEMPHIS, TN · CRD 314679 · IAPD ↗ · greenwoodpine.com · 901-761-2474

$22.9MRegulatory AUM
14Advisory reps
29Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

61
April 2026 — GREENWOOD PINE PARTNERS grew from 8 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2025 — GREENWOOD PINE PARTNERS shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
52
April 2025 — GREENWOOD PINE PARTNERS reported RAUM up 39% ($20.8M -> $28.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
40
April 2024 — GREENWOOD PINE PARTNERS shrank from 14 to 10 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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