Greeley Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greeley Wealth Management is a single‑advisor independent registered investment adviser that provides advisory and related financial services to a very small number of individual clients. The firm operates with a concentrated client roster (five clients) and maintains a single office while conducting business by appointment.
The firm’s Form ADV indicates it does not provide portfolio management for individuals, so its work with clients focuses on advice and planning rather than discretionary asset management. Greeley also publishes educational materials and offers seminars or workshops and maintains a firm website (greeleywealthmanagement.com), combining one‑on‑one meetings with group education.
Compared with peers, Greeley is uncommon among solo independent advisers in offering public educational programming while serving a tiny, appointment‑driven client base. It is also notable for not using percentage‑of‑AUM fees, suggesting the firm relies on alternative fee arrangements and educational outreach as core elements of its service model.
Client services
Fee options
Fixed fees (specific amounts not stated)
Main office
Bend OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Greeley Wealth Management · Greeley Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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