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Greenline Wealth Management
Filed as GREENLINE WEALTH MANAGEMENT · Legal name Greenline Wealth Management LLC
Greenline Wealth Management is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 31, 2026.
Quick answers
From the filingHow is Greenline Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Greenline Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
How much does Greenline Wealth Management charge?
Its Form ADV Part 2A brochure dated April 2, 2026 states: Hourly rate: $200 an hour (Financial Planning Services); Flat fee: $500 to $2,500 (Financial Planning Services); Flat fee: $500 (Investments); Hourly rate: $250 an hour (Financial Planning Services). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Greenline Wealth Management located?
Greenline Wealth Management's principal office is in Boca Raton, FL, according to its Form ADV.
Is Greenline Wealth Management registered with the SEC or a state?
Greenline Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298397.
How much does Greenline Wealth Management manage?
Greenline Wealth Management reports $116,970,119 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary).
What types of clients does Greenline Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (199); high net worth individuals (35); corporations or other businesses not listed above (13).
Which custodians does Greenline Wealth Management use?
Greenline Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Pershing LLC as custodians holding 10% or more of its separately managed account assets.
Does Greenline 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 SEC record: https://adviserinfo.sec.gov/firm/summary/298397
Does Greenline Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated April 2, 2026 says: "GWM generally requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived."
What changed in Greenline Wealth Management's recent Form ADV filings?
In the August 2026 filing data: Employees performing advisory functions went from 6 to 7.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: $100,000 (the brochure says it may be waived or negotiated)
The brochure's wording
GWM generally requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived.
Hourly rate: $200 an hour (Financial Planning Services)
The brochure's wording
Financial Planning Services are offered based on an hourly fee of $200 per hour.
Flat fee: $500 to $2,500 (Financial Planning Services)
The brochure's wording
Financial Planning Services are offered based on a flat fee between $500 and $2,500.
Flat fee: $500 (Investments)
The brochure's wording
We may also charge on a fixed fee basis, in which case, our fees will range from $500-$300,000.
Hourly rate: $250 an hour (Financial Planning Services)
The brochure's wording
Financial Planning Services are offered based on an hourly fee of $250 per hour.
As stated in the firm's Form ADV Part 2A brochure dated April 2, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$116,970,119 as of October 2026, filing dated July 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Greenline Wealth Management LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2026 (0 years)
- Employees
- Total: 7. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
12 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Changes in the filing
Last 12 months- August 2026
- Employees performing advisory functions went from 6 to 7.
- June 2026
- Newly registered with the SEC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Greenline Wealth Management (CRD 298397): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397