GREENE WEALTH MANAGEMENT, LLC

1301 5th Avenue
Suite 3410
Seattle, Washington 98101-2630
Tel: 206-623-2200

About GREENE WEALTH MANAGEMENT, LLC

GREENE WEALTH MANAGEMENT, LLC, formally registered with the SEC as GREENE WEALTH MANAGEMENT, LLC. The firm was established in 11/15/2005. They have over 1 offices throughout the country.

GREENE WEALTH MANAGEMENT, LLC is a Seattle, Washington based Financial Planning firm with nearly $1,110,493,792 assets under management, offering retirement planning & investment advisory services to 1693 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	137810
SEC#	801-64893
Assets Managed by Firm	$1,110,493,792
No. of Clients	1693
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	1693	$1,110,493,792
Individuals (other than high net worth individuals)	180	$78,902,419
High net worth individuals	204	$856,734,439
Pension and profit sharing plans	8	$31,694,115
Charitable organizations	6	$39,764,224
Corporations or other businesses	8	$103,398,595

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