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Greene Wealth Management, LLC

● SEC registered since 2005CRD 137810SEC# 801-64893Seattle, WA
Export (members)
Reg. AUM
$1.18B
Employees
9
Accounts
1,759
Location
Seattle, WA

Greene Wealth Management, LLC assets under management

Greene Wealth Management, LLC operates as an SEC-registered investment adviser based in Seattle, WA. The firm has been registered since 2005. It reports $1.2 billion in regulatory assets under management and employs 9 people.

Greene Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Christopher Bryan Downing ControlMember25-50%2014
Jason Robert Radabaugh ControlMember25-50%2014
Matthew Benjamin Lowe ControlMember25-50%2016
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Frequently asked questions

How much does Greene Wealth Management, LLC manage?

Greene Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Greene Wealth Management, LLC have?

Greene Wealth Management, LLC reports 9 employees.

Where is Greene Wealth Management, LLC located?

Greene Wealth Management, LLC is based in Seattle, WA and has been SEC-registered since 2005.

Does Greene Wealth Management, LLC disclose fund performance?

Greene Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1301 5th Avenue, Suite 3410, Seattle, WA 98101-2630
Phone206-623-2200
Fax206-623-2202
Office hours7:30 a.m. To 4:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.17B
Non-discretionary$14.2M
Total (RAUM)$1.18B