G
$1.2M Total AUM
$1.2M Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
0 yrs Firm Age
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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-07-2025
- Office Locations
- 1
Office Locations
3523 State Route 28 N66 NEW Bethlehem PA
About Green Leaf Advisors
Green Leaf Advisors is a fee-only, independent fiduciary RIA serving business owners, entrepreneurs, and young families with investment management, financial planning, and retirement plan management. Portfolios are primarily ETF-based, paired with tech-enabled, risk-aligned planning (including a Riskalyze “Risk Number” assessment) to simplify decisions.
Team overview
-- AVG AGE
$1.2M AVG AUM / ADVISOR
$132.9K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Noah Matthew Rankin
Chief Compliance Officer, Owner
- CRD
- #7344188
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,196,083 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,196,083 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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