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Firm profile

Greenline Wealth Management

BOCA RATON, FLCRD 298397Registration Status: ApprovedEffective since May 1, 2026Latest ADV July 31, 2026

Greenline Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated July 31, 2026, reports $117M in regulatory assets under management, 7 employees, 2 offices, and 410 accounts.

Assets Under Management
$117M
Employees
7
Offices
2 offices
Total Clients
247
Primary office
BOCA RATON, FL
301 YAMATO ROAD, SUITE 3151, BOCA RATON, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOGAGLIARDI, STEPHEN, VINCENT

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 80.6% of total clients.
Top client categories% of clientsClients
1
Individuals
80.6%
199
2
HNWI
14.2%
35
3
Corporations
5.3%
13

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$117Mas of July 31, 2026
Discretionary99.9%
$117M
100% of total RAUM99.9%
Non-discretionary0.1%
$128K
0% of total RAUM0.1%
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.

Total AUM$117M
Total Accounts410
10Y AUM Change$0 (0.0%)

Employee Growth by Quarter

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

Total Employees7
Clients per Employee35:1
10Y Employee Change+1 (+16.7%)

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.