# Green Trails Wealth LLC

> Green Trails Wealth LLC is a state-registered investment advisory firm, registered since 2024, with no regulatory assets under management reported in its Form ADV filing dated March 16, 2026.

- CRD: 329988
- Filed as: GREEN TRAILS WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Pennsylvania
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329988
- AdvisorCensus page: https://advisorcensus.com/firm/green-trails-wealth-llc-329988

## Quick answers

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

**Is Green Trails Wealth LLC registered with the SEC or a state?**
Green Trails Wealth LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329988.

**Does Green Trails Wealth LLC 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/329988

## From the Form ADV filing

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

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greentrailswealth.com
- LinkedIn @jonathanltang

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Green Trails Wealth LLC (CRD 329988): Form ADV filing data as of October 2026.