# Greeley Wealth Management

> Greeley Wealth Management is a state-registered investment advisory firm in Bend, OR, registered since 2020, with no regulatory assets under management reported in its Form ADV filing dated January 24, 2026.

- CRD: 307081
- Filed as: GREELEY WEALTH MANAGEMENT
- Legal name: Greeley Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bend, OR
- Filing period: October 2026
- Form ADV filing dated: January 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/307081
- AdvisorCensus page: https://advisorcensus.com/firm/greeley-wealth-management-bend-or-307081

## Quick answers

**How is Greeley Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Greeley Wealth Management reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Greeley Wealth Management located?**
Greeley Wealth Management's principal office is in Bend, OR, according to its Form ADV.

**Is Greeley Wealth Management registered with the SEC or a state?**
Greeley Wealth Management is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 307081.

**What types of clients does Greeley Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (4); individuals (other than high net worth individuals) (1).

**Does Greeley Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/307081

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | Not reported |
| High net worth individuals | 4 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2020 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [greeleywealthmanagement.com](https://greeleywealthmanagement.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greeley Wealth Management (CRD 307081): Form ADV filing data as of October 2026.