Greene Wealth Management, LLC
● SEC registered since 2005CRD 137810SEC# 801-64893Seattle, WA
Reg. AUM
$1.41B
Employees
9
Accounts
1,783
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 $1.4 billion in regulatory assets under management and employs 9 people.
Greene Wealth Management, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Bryan Downing Control | Member | 25-50% | 2014 |
| Jason Robert Radabaugh Control | Member | 25-50% | 2014 |
| Matthew Benjamin Lowe Control | Member | 25-50% | 2016 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Greene Wealth Management, LLC manage?
Greene Wealth Management, LLC reports $1.4 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
| Address | 1301 5th Avenue, Suite 3410, Seattle, WA 98101-2630 |
| Phone | 206-623-2200 |
| Fax | 206-623-2202 |
| Office hours | 7:30 a.m. To 3:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.41B▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$1.41Bregulatory AUM
Discretionary $1.39BNon-discretionary $16.5M