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GREENWOOD WEALTH MANAGEMENT, LLC
CRD 311352
580 CALIFORNIA ST. 12TH FLOOR, SAN FRANCISCO, CA, 94104, United States
Phone
866-565-2121
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$7.6M
Discretionary AUM
$7.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 4 | $600K |
| High net worth individuals | 30 | $7.0M |
All web addresses on file
Official SEC filing: View on IAPD