# Greensview Wealth

> Greensview Wealth is a state-registered investment advisory firm, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 19, 2025.

- CRD: 338176
- Filed as: GREENSVIEW WEALTH
- Legal name: Marquesa Holdings LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Michigan
- Filing period: October 2026
- Form ADV filing dated: September 19, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338176
- AdvisorCensus page: https://advisorcensus.com/firm/greensview-wealth-338176

## Quick answers

**How is Greensview Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Greensview Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Greensview Wealth registered with the SEC or a state?**
Greensview Wealth is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338176.

**How much does Greensview Wealth manage?**
Greensview Wealth reports $0 in regulatory assets under management in its Form ADV filing dated September 19, 2025.

**Does Greensview Wealth 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/338176

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- greensviewwealth.com
- Facebook @GREENSVIEWWEALTHMANAGEMENT
- Instagram @greensviewwealth
- LinkedIn @greensviewwealth

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greensview Wealth (CRD 338176): Form ADV filing data as of October 2026.
