# Greensview Wealth Management

> Greensview Wealth Management is an SEC-registered investment advisory firm in Franklin, TN, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 4, 2024.

- CRD: 297321
- Filed as: GREENSVIEW WEALTH MANAGEMENT
- Legal name: Greensview Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Franklin, TN
- Filing period: October 2026
- Form ADV filing dated: January 4, 2024
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/297321
- AdvisorCensus page: https://advisorcensus.com/firm/greensview-wealth-management-franklin-tn-297321

## Quick answers

**How is Greensview Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Greensview Wealth Management 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.

**Where is Greensview Wealth Management located?**
Greensview Wealth Management's principal office is in Franklin, TN, according to its Form ADV.

**Is Greensview Wealth Management registered with the SEC or a state?**
Greensview Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 297321.

**How much does Greensview Wealth Management manage?**
Greensview Wealth Management reports $121,096,000 in regulatory assets under management in its Form ADV filing dated January 4, 2024 (51% discretionary).

**How have Greensview Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Greensview Wealth Management: Regulatory assets under management: $131,668,500 in the October 2021 data and $121,096,000 in the October 2026 data, down 8%. Total employees: 6 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Greensview Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (144); high net worth individuals (34).

**Does Greensview 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/297321

## 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: $121,096,000
- Discretionary: $62,072,000
- Non-discretionary: $59,024,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 144 | $44,797,000 |
| High net worth individuals | 34 | $72,512,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,911,000 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,876,000 |

### 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: 2018 (8 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- 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
- LinkedIn @caldwellrob
- LinkedIn @derek-ghia-cfp®-cima®-68750613

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $131,668,500 | 6 | June 14, 2021 |
| October 2022 | $133,339,227 | 5 | May 31, 2022 |
| October 2023 | $121,096,000 | 5 | September 28, 2023 |
| October 2024 | $121,096,000 | 5 | January 4, 2024 |
| October 2025 | $121,096,000 | 5 | January 4, 2024 |
| October 2026 | $121,096,000 | 5 | January 4, 2024 |

Regulatory assets under management: $131,668,500 in the October 2021 data and $121,096,000 in the October 2026 data, down 8%.
Total employees: 6 in October 2021 and 5 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Greensview Wealth Management (CRD 297321): Form ADV filing data as of October 2026.