CRD: 311352
Greenwood Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-04-2020
- Office Locations
- 1
Office Locations
About Greenwood Wealth Management, LLC
Greenwood Wealth Management is a San Francisco-based, fee-based RIA serving private clients (including entrepreneurs) with independent investment advice, financial planning, and portfolio construction. The team runs proactively managed, objective-driven portfolios using a globally thematic approach, proprietary research/models, and ongoing performance reviews, with allocations that include ETFs and municipal bonds. Custody includes Charles Schwab, and the firm publishes nationally distributed market commentary.
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Owner & Executives
WHITNEY E JOHNSON
Chief Compliance Officer, Financial Advisor, Managing Member, Managing Partner, Owner
- CRD
- #6473722
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,600,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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