Greene Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,238,747,840
Clients
377
Advisors
4
of 9 employees
About
Greene Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, businesses, qualified retirement plans, and charitable organizations. The firm generally works with portfolios at or above a $1,000,000 threshold and manages assets on both discretionary and non‑discretionary bases.
The firm follows a disciplined, research‑based investment process that emphasizes diversified, global asset allocation, the use of Independent Managers alongside mutual funds, ETFs and individual securities, and stress‑testing of plans with Monte Carlo simulations. GWM documents investment policy statements, employs periodic rebalancing and tax‑sensitive approaches for taxable accounts, and reviews client plans at least quarterly while providing written updates and occasional conference calls with economists and market strategists.
Compared with many team firms, GWM’s scale is notable: the brochure reports approximately $1.41 billion in assets under management, producing an atypically high level of assets per advisor for a team‑model firm. The firm also discloses paying solicitors/referral fees in some cases and maintains an operational relationship with a major custodian that provides trading, technology and support services — arrangements the brochure identifies and which can affect how the firm sources clients and conducts its operations.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees generally range from $1,000 to $5,000 depending on services and scope.
Below $1,000,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $3,999,999: 0.80% $4,000,000 - $5,999,999: 0.70% $6,000,000 - $9,999,999: 0.60% $10,000,000 - $14,999,999: 0.50% $15,000,000+: 0.40%
Financial planning and consulting hourly fees generally range from $250 to $500 depending on services and professional rendering them.
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees generally range from $1,000 to $5,000 (fixed fee) and/or $250 to $500 per hour (hourly rate). Fees are negotiable.
Main office
1301 5th Avenue, Suite 3410
Seattle WA 98101-2630
Advisors at this office
4
Most active in
Arizona · California · Florida · Idaho · Oregon · Texas · Washington
Also doing business as
Greene Wealth Management, LLC · Gwms, 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.
Quick links
Advisors at this firm
Matthew L
CFP®, CFA®, Series 66
Seattle, WA
Greene Wealth Management, LLC
Matthew Lowe is a CFP®, CFA®, and Series 66 credentialed advisor with 11 years of industry experience. He has been with Greene Wealth Management, LLC since 2014. The firm provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. Greene Wealth Management combines independent managers, mutual funds, ETFs, individual securities, and options to create diversified portfolios tailored to clients' goals, using a process that includes forward-looking research, Monte Carlo stress-testing, and tax-sensitive strategies.
Christopher D
CFP®, Series 63, Series 65
Seattle, WA
Greene Wealth Management, LLC
Christopher Downing is a CFP® professional with 18 years of experience in financial advising. He has been with Greene Wealth Management, LLC since 2007. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm emphasizes tailored portfolios using diversified strategies, forward-looking research, and tax-sensitive approaches, managing over $1.18 billion in assets with a focus on detailed planning and ongoing client communication.
Daniel G
Series 63, Series 65
Seattle, WA
Greene Wealth Management, LLC
Daniel Gill is a financial advisor with Greene Wealth Management, LLC in Seattle, WA, holding Series 63 and Series 65 designations and six years of industry experience. Prior to joining Greene Wealth Management in 2025, he worked at The Vanguard Group for six years and has held roles at Isagenix, Gonzaga University, and Smead Capital Management. Greene Wealth Management provides financial planning, consulting, and investment management to individuals, trusts, businesses, qualified retirement plans, and charitable organizations, typically serving portfolios at or above $1 million. The firm uses a research-based, disciplined investment process focused on diversified global asset allocation, employs Independent Managers alongside mutual funds and ETFs, and conducts quarterly plan reviews with written updates and occasional calls involving economists and market strategists.
Jason R
CFP®, Series 65, Series 66
Seattle, WA
Greene Wealth Management, LLC
Jason Radabaugh is a CFP® professional with 20 years of industry experience, currently serving at Greene Wealth Management, LLC since 2005. He holds Series 65 and Series 66 licenses and works from Seattle, WA. Greene Wealth Management provides financial planning, consulting, and investment management services to individuals, trusts, qualified retirement plans, charitable organizations, and other business entities. The firm manages client portfolios tailored to specific goals and risk profiles, emphasizing diversification, tax-sensitive strategies, and ongoing monitoring.
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