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GREENSVIEW WEALTH MANAGEMENT

GREENSVIEW WEALTH MANAGEMENT LLC

CRD 297321 · SEC 801-113535

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501 CORPORATE CENTER DRIVE, SUITE 315, FRANKLIN, TN, 37067, United States

Phone

615-551-3050

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$121.1M

Discretionary AUM

$62.1M

Team

5 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2024-01-04

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals144$44.8M
High net worth individuals34$72.5M

States served

IL

All web addresses on file

Official SEC filing: View on IAPD