Greenleaf Financial Network, LLC
● SEC registered since 2026CRD 284165SEC# 801-136600
Reg. AUM
$123.7M
Employees
11
Accounts
329
Location
—
Greenleaf Financial Network, LLC assets under management
Greenleaf Financial Network, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2026. It reports $123.7 million in regulatory assets under management and employs 11 people.
Greenleaf Financial Network, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael James Beary Control | Managing Member/Cco | Over 75% | 2016 |
Frequently asked questions
How much does Greenleaf Financial Network, LLC manage?
Greenleaf Financial Network, LLC reports $123.7 million in regulatory assets under management on its Form ADV.
How many employees does Greenleaf Financial Network, LLC have?
Greenleaf Financial Network, LLC reports 11 employees.
Does Greenleaf Financial Network, LLC disclose fund performance?
Greenleaf Financial Network, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (913) 515-3517 |
| Fax | N/A |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.7MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$123.7Mregulatory AUM
Discretionary $123.7M