Greenline Wealth Management LLC
Greenline Wealth Management LLC is an SEC-registered mass-market adviser with $117.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Greenline Wealth Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298397, data through 2026-04-02.
- AUM (assets under management / regulatory AUM)
- $117.0M (2026-04-02)
- Firm type
- Mass-Market Adviser
- Employees
- 6
- Clients
- 247
- CRD
- 298397
- Ownership
- GAGLIARDI, STEPHEN, VINCENT; GACOM, CHRISTOPHER, NICHOLAS
How much AUM does Greenline Wealth Management LLC have?
Greenline Wealth Management LLC reported $117.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-02).
Who owns Greenline Wealth Management LLC?
Disclosed owners and executives of Greenline Wealth Management LLC include GAGLIARDI, STEPHEN, VINCENT, GACOM, CHRISTOPHER, NICHOLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.