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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2024
- Office Locations
- 2
Office Locations
About Greater Wealth
Greater Wealth is a financial planning, wealth management, and tax/accounting firm focused on content creators and online entrepreneurs. The team provides comprehensive planning (retirement, budgeting, insurance, estate and tax), bookkeeping/payroll and tax support, plus fully managed investment portfolios with ongoing monitoring and quarterly rebalancing. Public filings indicate portfolios are primarily ETF-based.
Team overview
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Custodian
Investment Themes
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Owner & Executives
BRIAN MICHAEL LIEBERT
Investment Adviser Representative
- CRD
- #4971636
- Ownership
- 25% but less than 50%
LUIS VASILIOS SANCHEZ
Chief Compliance Officer, Managing Partner
- CRD
- #6530417
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,370,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $8,370,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,370,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,706,317,535 | 100.0% |
| Total | $5,706,317,535 | 100.0% |