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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Horizon
- Established Date
- 05-16-2023
- Office Locations
- 1
Office Locations
About ESG Wealth Advisors
ESG Wealth Advisors provides personalized wealth management, retirement planning, financial planning, and cash management for individuals and families. The firm builds each client portfolio from scratch rather than using pre-packaged models, with full trade transparency and a single management fee (no commissions or product sales) as a fiduciary. Investment solutions span stocks, ETFs/mutual funds, bonds and cash, plus select alternatives such as private credit, options, precious metals, and real estate loans.
Team overview
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Custodian
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Investment Themes
Investment Vehicles
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Owner & Executives
Eric Scott Greenberg
Chief Executive Officer, Founder
- CRD
- #7676960
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,600,174 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,600,174 | -- |
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Separately Managed Accounts
Total SMA Asset: $31,600,174
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $51,910,183 | 13.9% |
| Cash | $135,937,458 | 36.4% |
| Other | $85,147,639 | 22.8% |
| Corporate - Investment Grade | $66,474,911 | 17.8% |
| Corporate - Non-Investment Grade | $33,984,365 | 9.1% |
| Total | $373,454,556 | 100.0% |