G
CRD: 338977
Greene Wealth Management LLC
Liberty Township, OH, 45044
5138351125
$9.1M Total AUM
$9.1M Disc. AUM
-- 3Y CAGR
1 Employees
33 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-30-2025
- Office Locations
- 1
Office Locations
5305 Brookfield Lane Liberty Township OH
About Greene Wealth Management LLC
Greene Wealth Management LLC is a Liberty Township-based RIA. The firm has been operating for 0 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Charitable Giving, Financial Planning, Insurance.
Team overview
-- AVG AGE
$9.1M AVG AUM / ADVISOR
$275.1K AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Element glacier
Client Personas
Pathway oak
Investment Themes
Beacon
Investment Vehicles
Matrix
Services
Unison prime Zenith Ridge Eagle alpha
Owner & Executives
Peter A Greene
Chief Compliance Officer, PRINCIPAL
- CRD
- #7226315
- Ownership
- 75% or more
(819) 249-7462
capital.vector@eaglecapital.com
in linkedin.com/in/value-insight
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,077,557 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,077,557 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,077,557
Equity - Exchange:
48.4% Corporate - Investment Grade:
23.4% Cash:
16.6% U.S. Government/Agency:
11.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,568,479,636 | 48.4% |
| Corporate - Investment Grade | $758,314,535 | 23.4% |
| Cash | $537,949,627 | 16.6% |
| U.S. Government/Agency | $375,916,606 | 11.6% |
| Total | $3,240,660,404 | 100.0% |