$1.4B Total AUM
$1.4B Disc. AUM
12.4% 3Y CAGR
9 Employees
398 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-15-2005
- Office Locations
- 1
Office Locations
1301 5TH Avenue Suite 3410 Seattle WA
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.
Team overview
45 AVG AGE
$352.2M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
12.5 yrs AVG TENURE
9 Employees
4 Advisory Reps
2 RIA Reps
20yrs Firm Age
Insights
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Client Personas
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Custodian
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Fund Managers
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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
C
CHRISTOPHER BRYAN DOWNING
Managing Director
- CRD
- #2890049
- Ownership
- 25% but less than 50%
Available
Available
Available
MATTHEW BENJAMIN LOWE
Managing Director
- CRD
- #5552373
- Ownership
- 25% but less than 50%
Available
Available
Available
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DANIEL KENNETH GILL
Advisor
- CRD
- #7164106
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Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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