GREENE WEALTH MANAGEMENT, LLC
C34
CRD 137810·SEC 801-64893·SEATTLE, WA
AUM
$1.41B
$1B+
Est. Revenue
$14.1M
@ 1% on AUM
Est. EBITDA
$4.2M
@ 30% margin
Est. Deal Value
$33.8M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $806.0M
'21 · $958.8M
'22 · $1.04B
'23 · $1.17B
'25 · $1.18B
'26 · $1.41B
'20'26
$806.0M → $1.41B▲ +75%
Client mix
| Individuals High Net Worth | 199 |
| Individuals Other | 178 |
| Corporations | 10 |
| Pension Profit Sharing Plans | 6 |
| Charitable Organizations | 5 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 4 advisors
'20'26
4 advisors → 4 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
ADV-W filed at
—
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.