Greenleaf Financial Group
Greenleaf Financial Group is an SEC-registered wealth manager in Carmel, IN with $175.2M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Greenleaf Financial Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 137933, SEC 801-117775, data through 2026-04-01.
- AUM (assets under management / regulatory AUM)
- $175.2M (2026-04-01)
- Firm type
- Wealth Manager
- Location
- Carmel, IN
- Employees
- 2
- Clients
- 123
- CRD
- 137933
- Ownership
- HARTMAN, JENNIFER, SUE; HARTMAN, KATHLEEN, ELIZABETH
How much AUM does Greenleaf Financial Group have?
Greenleaf Financial Group reported $175.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-01).
Who owns Greenleaf Financial Group?
Disclosed owners and executives of Greenleaf Financial Group include HARTMAN, JENNIFER, SUE, HARTMAN, KATHLEEN, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.