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- Custodian
- Betterment · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Ember value
- Established Date
- 09-09-2019
- Office Locations
- 1
Office Locations
About Greenstone Wealth Management
Greenstone Wealth Management is a fee-only fiduciary RIA providing comprehensive financial planning and investment management, with a focus on helping retail clients stay on track for retirement goals alongside tax and estate planning. Portfolios are built primarily with ETFs, with some fixed income and cash. The firm offers an online retirement “score” workflow via RightCapital and can custody through Charles Schwab.
Team overview
Insights
Asset Classes
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Taylor Wilson
Chief Compliance Officer, President
- CRD
- #6868183
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Julianna Burkholder
--
- CRD
- #8178571
Levi Rogeness
--
- CRD
- #7653908
Harbor frontier
Catalyst vertex
- CRD
- #44038
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,452,912 | -- |
| Non-Discretionary | $1,174,068 | -- |
| Total | $43,626,980 | -- |
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Separately Managed Accounts
Total SMA Asset: $43,626,980
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,446,861,234 | 19.5% |
| Equity - Exchange | $1,328,144,415 | 17.9% |
| Cash | $1,298,465,210 | 17.5% |
| U.S. Government/Agency | $1,409,762,228 | 19.0% |
| Corporate - Investment Grade | $1,543,318,649 | 20.8% |
| Municipal Bonds | $393,249,463 | 5.3% |
| Total | $7,419,801,199 | 100.0% |