CRD: 129693
Green Pastures Wealth Management LLC
$3.2M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
21 yrs Firm Age
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- Custodian
- Guggenheim ยท Vanguard
- Clients
- Retail
- Platforms
- Quantum
- Established Date
- 11-16-2004
- Office Locations
- 1
Office Locations
3000 Madison Avenue, Unit C Bridgeport CT
About Green Pastures Wealth Management LLC
Green Pastures Wealth Management is an independent Connecticut-registered RIA (est. 2003) managing goals-based investment and retirement income portfolios for individuals, with an emphasis on wealth preservation and risk management. Portfolios are implemented primarily with ETFs, and the firm publishes a monthly fixed income and buffered/floor investment rate e-update on rate changes and opportunities.
Team overview
-- AVG AGE
$3.2M AVG AUM / ADVISOR
$132.4K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Asset Classes
Crest
Client Personas
Harbor
Custodian
Glacier matrix Timber wave Quantum Unison signal Element Fusion Crest pathway Focus Pioneer Atlas prime Peak Vertex Zenith Eagle legacy Matrix crest Alpha zenith
Fund Managers
Element frontier
Investment Themes
Insight Unison horizon Value Timber
Investment Vehicles
Pathway North
Services
Summit insight Alpha unison North Beacon focus Harbor Beacon Oak oak
Technology
Delta value
Owner & Executives
L
LEELAND FRANKLYN GRAY JR
Managing Member, President
- CRD
- #2443548
- Ownership
- 75% or more
(887) 296-9205
element.pathway@momentumcapital.com
in linkedin.com/in/wave-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,118,140 | -- |
| Non-Discretionary | $1,058,870 | -- |
| Total | $3,177,010 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,177,010
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $6,598,160,325 | 100.0% |
| Total | $6,598,160,325 | 100.0% |