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GREENE WEALTH MANAGEMENT, LLC
CRD 137810 · SEC 801-64893
1301 5TH AVENUE, SUITE 3410, SEATTLE, WA, 98101-2630, United States
Phone
206-623-2200
Fax
206-623-2202
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.41B
Discretionary AUM
$1.39B
Team
9 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 178 | $117.5M |
| High net worth individuals | 199 | $1.12B |
| Pension/profit sharing plans | 6 | $25.0M |
| Charitable organizations | 5 | $46.9M |
| Corporations/business entities | 10 | $98.2M |
States served
AZ, CA, ID, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD