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Building 2GREENE WEALTH MANAGEMENT, LLC

Map pinSEATTLE, WA
Phone206-623-2200
NotebookSEC #801-64893
Total AUM
$1.4B
Employees
9
Clients
398

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1301 5TH AVENUE
SUITE 3410
SEATTLE
WA 98101-2630
United States
Operating Hours
7:30 AM TO 3:00 PM
Monday - Friday
Phone
206-623-2200

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,783
Discretionary
$1.4B
Accounts
1,777
Non-Discretionary
$16.5M
Accounts
6

ContactClients

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Individual Clients
178
AUM
$117.5M
HNW Individual Clients
199
AUM
$1.1B
Pension/Profit Sharing Plan Clients
6
AUM
$25M
Charitable Organization Clients
5
AUM
$46.9M
Corporation or Business Clients
10
AUM
$98.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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