{
  "crd_number": 298397,
  "slug": "greenline-wealth-management-boca-raton-fl-298397",
  "primary_business_name": "GREENLINE WEALTH MANAGEMENT",
  "legal_name": "GREENLINE WEALTH MANAGEMENT LLC",
  "dbas": [],
  "city": "Boca Raton",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-05-01",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-07-31",
  "carried_forward": false,
  "raum_total": 116970119.0,
  "raum_discretionary": 116841841.0,
  "raum_non_discretionary": 128278.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 7,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 34544835.0,
      "count": 199
    },
    "high_net_worth_individuals": {
      "raum": 61095913.0,
      "count": 35
    },
    "corporations_other_businesses": {
      "raum": 21329371.0,
      "count": 13
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "IL",
    "IN",
    "KY",
    "MI",
    "NC",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://facebook.com/GreenlineWM",
    "https://greenlinewm.com",
    "https://linkedin.com/company/greenline-wealth-management/about",
    "https://linkedin.com/in/christophergacom",
    "https://linkedin.com/in/matt-pitzulo-4881013b",
    "https://linkedin.com/in/stephenvgagliardi",
    "https://retiremint401k.com",
    "https://twitter.com/GreenlineWM"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298397",
  "city_as_filed": "BOCA RATON",
  "url": "https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397",
  "display_name": "Greenline Wealth Management",
  "summary": "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.",
  "citation": "AdvisorCensus. Greenline Wealth Management (CRD 298397): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Greenline Wealth Management compensated?",
      "a": "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)."
    },
    {
      "q": "How much does Greenline Wealth Management charge?",
      "a": "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."
    },
    {
      "q": "Where is Greenline Wealth Management located?",
      "a": "Greenline Wealth Management's principal office is in Boca Raton, FL, according to its Form ADV."
    },
    {
      "q": "Is Greenline Wealth Management registered with the SEC or a state?",
      "a": "Greenline Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 298397."
    },
    {
      "q": "How much does Greenline Wealth Management manage?",
      "a": "Greenline Wealth Management reports $116,970,119 in regulatory assets under management in its Form ADV filing dated July 31, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Greenline Wealth Management serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does Greenline Wealth Management use?",
      "a": "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."
    },
    {
      "q": "Does Greenline Wealth Management report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Greenline Wealth Management state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Greenline Wealth Management's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Employees performing advisory functions went from 6 to 7."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Employees performing advisory functions went from 6 to 7."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated April 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "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)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "GWM generally requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on an hourly fee of $200 per hour."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 to $2,500 (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on a flat fee between $500 and $2,500."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $500 (Investments)"
        ],
        "quotes": [
          "We may also charge on a fixed fee basis, in which case, our fees will range from $500-$300,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Financial Planning Services)"
        ],
        "quotes": [
          "Financial Planning Services are offered based on an hourly fee of $250 per hour."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        },
        {
          "kind": "flat",
          "amount": null,
          "min": 500.0,
          "max": 2500.0,
          "period": "one_time",
          "service": "Financial Planning Services"
        },
        {
          "kind": "flat",
          "amount": 500.0,
          "min": null,
          "max": null,
          "period": "one_time",
          "service": "Investments"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial Planning Services"
        }
      ]
    },
    "quotes": [
      "GWM generally requires a minimum of $ 100,000 to open an account. In certain instances, the minimum account size may be lowered or waived.",
      "Financial Planning Services are offered based on an hourly fee of $200 per hour.",
      "Financial Planning Services are offered based on a flat fee between $500 and $2,500.",
      "We may also charge on a fixed fee basis, in which case, our fees will range from $500-$300,000.",
      "Financial Planning Services are offered based on an hourly fee of $250 per hour."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Altruist Financial LLC",
      "name_as_filed": "ALTRUIST FINANCIAL LLC",
      "affiliated": false
    },
    {
      "name": "Pershing LLC",
      "name_as_filed": "PERSHING LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 199,
      "fewer_than_5": false,
      "raum": 34544835.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 61095913.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 13,
      "fewer_than_5": false,
      "raum": 21329371.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/298397",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}