# Greenline Wealth Management

> 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.

- CRD: 298397
- Filed as: GREENLINE WEALTH MANAGEMENT
- Legal name: Greenline Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boca Raton, FL
- Filing period: October 2026
- Form ADV filing dated: July 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/298397
- AdvisorCensus page: https://advisorcensus.com/firm/greenline-wealth-management-boca-raton-fl-298397

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated April 2, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> 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)

> Financial Planning Services are offered based on an hourly fee of $200 per hour.

- Flat fee: $500 to $2,500 (Financial Planning Services)

> Financial Planning Services are offered based on a flat fee between $500 and $2,500.

- Flat fee: $500 (Investments)

> 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)

> Financial Planning Services are offered based on an hourly fee of $250 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Pershing LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $116,970,119
- Discretionary: $116,841,841
- Non-discretionary: $128,278

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 199 | $34,544,835 |
| High net worth individuals | 35 | $61,095,913 |
| Corporations or other businesses not listed above | 13 | $21,329,371 |

### 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)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 7 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, IL, IN, KY, MI, NC, NJ, NY, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greenlinewm.com
- retiremint401k.com
- Facebook @GreenlineWM
- LinkedIn @greenline-wealth-management
- LinkedIn @christophergacom
- LinkedIn @matt-pitzulo-4881013b
- LinkedIn @stephenvgagliardi
- X @GreenlineWM

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greenline Wealth Management (CRD 298397): Form ADV filing data as of October 2026.