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Firm profile

Greenleaf Financial Network, LLC

CRD 284165Registration Status: ApprovedEffective since June 26, 2026Latest ADV June 26, 2026

Greenleaf Financial Network, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated June 26, 2026, reports $124M in regulatory assets under management, 11 employees, 9 offices, and 329 accounts.

Assets Under Management
$124M
Employees
11
Offices
9 offices
Total Clients
189
Primary office
—
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael J. Beary

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Aug 22, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 79.4% of total clients.
Top client categories% of clientsClients
1
Individuals
79.4%
150
2
HNWI
20.6%
39

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$124Mas of June 26, 2026
Discretionary100.0%
$124M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$124M
Total Accounts329
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees11
Clients per Employee17:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.