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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-30-2017
- Office Locations
- 1
Office Locations
About Greenstar Advisors
GreenStar Advisors is a Centennial/Denver, CO fiduciary wealth management firm providing comprehensive financial planning and portfolio management, including retirement income, tax, estate and risk management. The firm emphasizes simple, proactive, accountable advice and offers financial education resources. Portfolios are implemented primarily with ETFs and public funds, with custody including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 39 clients, or 39 clients per representative. That equates to $1.2M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on January 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Greenstar Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
CHAD R GORDON
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #4621788
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,359,934 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,359,934 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Greenstar Advisors has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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