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- Custodian
- Altruist ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Signal element
- Established Date
- 08-14-2018
- Office Locations
- 3
Office Locations
About Greenline Wealth Management
Greenline Wealth Management is an independent, fiduciary RIA providing comprehensive financial planning and active investment management for individuals and business owners, aligning investments, retirement, tax strategies, and estate planning with client goals. The firm also serves employers with corporate retirement plan fiduciary oversight, participant education, and compliance support, leveraging Altruist, Advyzon, and RightCapital for transparency and decision-making.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CHRISTOPHER NICHOLAS GACOM
Managing Member, Principal
- CRD
- #5910559
- Ownership
- 50% but less than 75%
STEPHEN VINCENT GAGLIARDI
Investment Advisor Representative
- CRD
- #6528854
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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JOSHUA EDWARD CARELLI
Wealth Advisor
- CRD
- #5684477
JACK ALAN GAREY
--
- CRD
- #8172684
Element pioneer
Glacier matrix
- CRD
- #51270
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $116,841,841 | $286,377 |
| Non-Discretionary | $128,278 | $64,139 |
| Total | $116,970,119 | $285,293 |
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Separately Managed Accounts
Total SMA Asset: $116,970,119
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,031,814,607 | 24.2% |
| Equity - Exchange | $434,897,066 | 10.2% |
| Cash | $895,376,312 | 21.0% |
| U.S. Government/Agency | $793,047,590 | 18.6% |
| Corporate - Investment Grade | $639,554,508 | 15.0% |
| Municipal Bonds | $469,006,640 | 11.0% |
| Total | $4,263,696,723 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT MATRIX NORTH | CAPITAL INSIGHT | B6G6QDL9V | HSIQI | 6.25% | $26,396,226 |
| LEGACY VECTOR HORIZON | DELTA RIDGE | QNM11Q9R1 | VCK | 3.28% | $100,315,488 |
| BEACON PIONEER | OAK MOMENTUM | PMSQ38S15 | LPV | 5.33% | $22,210,029 |
| INSIGHT EMBER | QUANTUM SUMMIT | 01J7RUEN4 | VKSZU | 4.67% | $40,083,907 |
| GLACIER QUANTUM | NORTH FOCUS | QJ47D8336 | PTGMS | 6.89% | $54,374,198 |
| ATLAS PRIME | NORTH GLACIER | Z8NRKAFP0 | FEFGA | 10.86% | $56,362,243 |
| TIMBER OAK | PRIME WAVE | I4Z6KLW5C | TURR | 3.77% | $29,418,464 |
| FRONTIER BRIDGE | RADIAL BEACON | TFJQJS5FJ | LSRT | 9.99% | $18,659,843 |