GREENLINE WEALTH MANAGEMENT LLC
Doing business as GREENLINE WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$116,970,119
Discretionary
$116,841,841
Non-discretionary
$128,278
Firm details
- CRD number
- 298397
- SEC file number
- 801-136186
- Main office
- BOCA RATON, FL, United States
- Employees
- 7
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.