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GREENLINE WEALTH MANAGEMENT
GREENLINE WEALTH MANAGEMENT LLC
CRD 298397 · SEC 801-136186
301 YAMATO ROAD, SUITE 3151, BOCA RATON, FL, 33431, United States
Phone
561-405-6609
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$117.0M
Discretionary AUM
$116.8M
Team
6 total employees; 6 advisory reps; 143 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 199 | $34.5M |
| High net worth individuals | 35 | $61.1M |
| Corporations/business entities | 13 | $21.3M |
States served
CA, IL, IN, KY, MI, NJ, NY, NC, OH, PA, TX, FL
All web addresses on file
- https://www.linkedin.com/company/greenline-wealth-management/about/
- https://www.linkedin.com/in/matt-pitzulo-4881013b/
- https://retiremint401k.com/
- https://twitter.com/GreenlineWM
- https://www.facebook.com/GreenlineWM
- https://www.greenlinewm.com
- https://www.linkedin.com/in/christophergacom/
- https://www.linkedin.com/in/stephenvgagliardi/
Official SEC filing: View on IAPD