Greenline Wealth Management LLC
● SEC registered since 2026CRD 298397SEC# 801-136186Boca Raton, FL
Reg. AUM
$117M
Employees
6
Accounts
410
Location
Boca Raton, FL
Greenline Wealth Management LLC assets under management
Greenline Wealth Management LLC is an investment advisory firm registered with the SEC based in Boca Raton, FL. The firm has been registered since 2026. It reports $117 million in regulatory assets under management and employs 6 people.
Greenline Wealth Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Nicholas Gacom Control | Managing Member | 50-75% | 2018 |
| Stephen Vincent Gagliardi Control | Member | 25-50% | 2018 |
| Stephen Vincent Gagliardi Control | Chief Compliance Officer | 25-50% | 2026 |
Frequently asked questions
How much does Greenline Wealth Management LLC manage?
Greenline Wealth Management LLC reports $117 million in regulatory assets under management on its Form ADV.
How many employees does Greenline Wealth Management LLC have?
Greenline Wealth Management LLC reports 6 employees.
Where is Greenline Wealth Management LLC located?
Greenline Wealth Management LLC is based in Boca Raton, FL and has been SEC-registered since 2026.
Does Greenline Wealth Management LLC disclose fund performance?
Greenline 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 | 301 Yamato Road, Suite 3151, Boca Raton, FL 33431 |
| Phone | 561-405-6609 |
| Office hours | 8-5 |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$117MNo change
Apr '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$117Mregulatory AUM
Discretionary $116.8MNon-discretionary $128K