Large Firm

GREENE WEALTH MANAGEMENT, LLC

1301 5th Avenue, Seattle WA 98101-2630

(206) 623-2200

N/A

Firm Details

The basic information about the firm.

Assets Under Management (AUM) This is the total number of dollars the firm holds in client assets: $1,110,493,792.00
Number of Accounts This is the total number of open accounts the firm has under management.: 1693
Number of Employees This is the total number of employees that work at the firm.: 8
Investment Employees Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: 3
Custody of Assets Investment employees includes any individual that is employed by the firm that may directly make financial decisions on behalf of the client: True

Information about the services offered and fee structure.

Services: Financial PlanningPortfolio ManagementBusiness Investment ManagementConsultingSelection of Other Advisors
Fee Structure: Percentage of Assets Under ManagementHourlyFixed Fee
Activities: Trade/Sell Self-Recommended Securities
Securities Buy/Sell Client Account
Trade Quantity

Information about the firm's clients.

High Net Worth Clients A client that has either: greater than $750,000 in investable assets or a $1,500,000 net worth: 204
High Net Worth AUM This is the total number of assets under management for all clients the firm identifies as high net worth: $856,734,439.00
Pension Profit Sharing Clients Clients of the firm that participate in a profit sharing plan which the firm performs financial services: 8
Charitable Organization Clients Number of clients the firm identifies as Charitable Organizations: 8
Charitable Organization AUM Total number of assets under management for clients the form identifies as a “charitable organization”: $39,764,224.00
Corporate Clients Corporate clients are any companies that enlist the investment adviser for wealth management services: 8
Corporate AUM Total number of assets under management for clients the form identifies as “corporate”: $103,398,595.00
None US Client Percentage This is the total number of open accounts the firm has under management.: 1%