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- Custodian
- Charles Schwab & Company ยท Goldman Sachs
- Clients
- Retail
- Platforms
- Unison unisonTimber ridge +more
- Established Date
- 06-08-2018
- Office Locations
- 1
Office Locations
About Greenlife Advisors, LLC
GreenLife Advisors is a fee-only, fiduciary financial planning and investment management firm serving families, with a particular focus on women, LGBTQ+ clients, and foreign-born/first-generation households navigating the U.S. system. The team provides comprehensive wealth management, including retirement, tax-aware planning, insurance guidance, and portfolio construction using public funds and ETFs. Notably, the firm emphasizes complete fee transparency and is a NAPFA and XY Planning Network member.
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Investment Themes
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Owner & Executives
TAMARA LYNN WITHAM
Advisor, Chief Compliance Officer, Owner
- CRD
- #2214046
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $19,802,373 | -- |
| Non-Discretionary | $0 | -- |
| Total | $19,802,373 | -- |
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Separately Managed Accounts
Total SMA Asset: $19,802,373
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,472,343,908 | 58.8% |
| Equity - Exchange | $1,732,322,603 | 41.2% |
| Total | $4,204,666,511 | 100.0% |