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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-15-2005
- Office Locations
- 1
Office Locations
About Greene Wealth Management, LLC
Greene Wealth Management is an independent RIA (founded 2005) providing holistic financial planning and investment management, coordinating with clients’ tax and estate advisors to manage risk and reduce taxes/costs. Team-led by CFP/CFA professionals; portfolios emphasize asset allocation using mutual funds, ETFs, and fixed income. Custody includes Schwab; uses Tamarac.
Reported data analysis
What the numbers show
Between March 12, 2025 and April 29, 2026, reported AUM increased 19.1%, from $1.2B to $1.4B.
Across 5 reported observations, AUM increased 20.1% between March 29, 2022 and April 29, 2026, from $1.2B to $1.4B.
Of the latest reported AUM, 98.8% is discretionary and 1.2% is non-discretionary.
The firm reports 4 advisory representatives and 398 clients, or 99.5 clients per representative. That equates to $3.5M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on April 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
- Industry Interests
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The full Greene Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHRISTOPHER BRYAN DOWNING
Managing Director
- CRD
- #2890049
- Ownership
- 25% but less than 50%
MATTHEW BENJAMIN LOWE
Managing Director
- CRD
- #5552373
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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DANIEL KENNETH GILL
Advisor
- CRD
- #7164106
Showing 1 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,392,389,452 | $783,562 |
| Non-Discretionary | $16,495,494 | $2,749,249 |
| Total | $1,408,884,946 | $790,177 |
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Separately Managed Accounts
SMA allocation detail is available
Greene Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.