Greene Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Greene Wealth Management provides discretionary investment management, comprehensive wealth management and financial planning to individuals (with an emphasis on high‑net‑worth clients), trusts, estates and businesses, managing roughly $9.1 million across about 33 client relationships. The firm implements retirement‑account advice as a fiduciary and offers ongoing portfolio supervision, reporting and periodic financial planning engagements.
The firm’s approach is primarily long‑term and goals‑based, constructing diversified portfolios that lean on low‑cost mutual funds and ETFs while selectively using individual stocks and bonds; investment decisions draw on fundamental, technical and cyclical analysis and are implemented on a discretionary basis with at least annual formal reviews. GWM generally directs clients to an institutional custody platform (Schwab) and notes access to platform technology and support that it views as helpful to portfolio administration.
Notable differences from many peers include an insurance agency affiliation: an advisory professional associated with the firm is a licensed insurance producer who spends about 10% of monthly time on insurance business and may receive separate commissions for insurance product sales, a practice the brochure discloses as a potential conflict of interest. The firm also targets larger relationships (generally a $50,000 minimum) and does not emphasize serving non‑high‑net‑worth retail individuals, which is less common among independent advisory firms.
Client services
Expertise
Fee options
$0 - $200,000: 2.00% $200,001 - $500,000: 1.50% $500,001+: 1.25%
Account minimum: $50,000 Fee-only: Fees are based on assets under management as per tiered schedule; no commissions or performance fees charged.
Main office
5305 Brookfield Lane
Liberty Township OH 45044
Advisors at this office
1
Most active in
Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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