Greene Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Seattle, WA. Its latest Form ADV filing, dated April 29, 2026, reports $1.4B in regulatory assets under management, 9 employees, and 1,783 accounts.
Assets Under Management
$1.4B
Employees
9
Offices
--
Total Clients
398
Primary office
SEATTLE, WA
1301 5TH AVENUE, SUITE 3410, SEATTLE, WA, United States
Top client segmentHNWI represent 50.0% of total clients.
Top client categories% of clientsClients
1
HNWI
50.0%
199
2
Individuals
44.7%
178
3
Corporations
2.5%
10
4
Pension Plans
1.5%
6
5
Charitable
1.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 29, 2026
Discretionary98.8%
$1.4B
99% of total RAUM98.8%
Non-discretionary1.2%
$16M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.4B
Total Accounts1,783
10Y AUM Change+$620M (+78.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee44:1
10Y Employee Change+1 (+12.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.