G
$121.1M Total AUM
$62.1M Disc. AUM
-- 3Y CAGR
5 Employees
178 ADV. Clients
11 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Pershing · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-01-2015
- Office Locations
- 1
Office Locations
501 Corporate Center Drive Suite 315 Franklin TN
About Greensview Wealth Management
Greensview Wealth Management is a Franklin-based RIA. The firm has been operating for 11 years. Managing $121.1M in total assets under management, with 4 advisory representatives. They custody assets with Charles Schwab & Company and Pershing.
Team overview
-- AVG AGE
$30.3M AVG AUM / ADVISOR
$680.3K AVG AUM / CLIENT
7.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Services
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Owner & Executives
M
MATTHEW KENNETH WILKES
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #5409004
- Ownership
- 75% or more
Available
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DEREK A GHIA
Chief Executive Officer, Founder
- CRD
- #5413223
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,072,000 | $319,959 |
| Non-Discretionary | $59,024,000 | $329,743 |
| Total | $121,096,000 | $324,654 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available Cash:
Available Municipal Bonds:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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