Greenline Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$95,640,748
Clients
234
Advisors
6
across 2 offices
About
Greenline Wealth Management is a six-advisor, SEC-registered investment advisory firm that provides discretionary and non‑discretionary portfolio management, financial planning, and consulting to individuals, high‑net‑worth clients, trusts, estates, and retirement plans. The firm also offers ERISA plan services, including both limited‑scope 3(21) consulting and discretionary 3(38) investment manager engagements.
Portfolios are constructed around individual client goals, time horizons, and risk tolerances, with ongoing monitoring, rebalancing, and the option to advise on held‑away accounts. Greenline also implements strategies through a third‑party manager network on the Envestnet platform and retains discretion to change managers or portfolios when it considers that appropriate.
Noteworthy aspects of the firm include a retirement plan practice that is large relative to its retail assets — the brochure discloses roughly $117 million in discretionary retail assets alongside about $254.5 million of pension consulting assets — and the routine provision of both plan consulting and discretionary plan management. The firm’s principals maintain an affiliated insurance agency and devote a portion of advisor time to insurance activities; the brochure discloses this arrangement and describes procedural safeguards and disclosures intended to address resulting conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial planning flat fees range from $500 to $2,500; financial consulting flat fees range from $500 to $10,000
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually Over $1,000,000+: 0.90% annually
$200 per hour for financial planning; $250 per hour for financial consulting
Account minimum: $100,000
Main office
See office301 Yamato Road, Suite 3151
Boca Raton FL 33431
Advisors at this office
5
Offices (2)
Most active in
California · Florida · Illinois · Indiana · Kentucky · Michigan · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Texas
Also doing business as
Greenline Wealth Management · Greenline 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 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.
Quick links
Advisors at this firm
Matthew P
Series 65
Vernon Hills, IL
Greenline Wealth Management
Matthew Pitzulo is a financial advisor at Greenline Wealth Management in Vernon Hills, IL, holding a Series 65 designation with three years of industry experience. Prior to joining Greenline Wealth Management in 2023, he worked at Converge Medical Technology, Best Dedicated Solutions, and Slammers LLC. Greenline Wealth Management is a six-advisor SEC-registered firm that provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a notable retirement plan practice alongside its retail asset management and utilizes a third-party manager network on the Envestnet platform.
Chase G
Series 65
Boca Raton, FL
Greenline Wealth Management
Chase Garey is a financial advisor at Greenline Wealth Management with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for 16 years. Greenline Wealth Management is an SEC-registered advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances.
Christopher G
Series 63, Series 65
Boca Raton, FL
Greenline Wealth Management
Christopher Gacom is a financial advisor at Greenline Wealth Management with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various entities within the Greenline group since 2018, including Greenline Insurance LLC, where he serves as an insurance agent. Prior to Greenline, he worked at American Funds and ADP Broker Dealer Inc. Greenline Wealth Management is a six-advisor SEC-registered investment advisory firm serving individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and ERISA plan services, with portfolios tailored to client goals and risk tolerances and supported by a third-party manager network.
Stephen G
Series 63, Series 65
Boca Raton, FL
Greenline Wealth Management
Stephen Gagliardi is a financial advisor with Greenline Wealth Management in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Greenline Wealth Management since 2018 and previously at ADP Broker-Dealer, Inc. from 2015 to 2018. Greenline Wealth Management is an SEC-registered advisory firm with a team of six advisors that provides portfolio management, financial planning, and consulting to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm offers both discretionary and non-discretionary services, including ERISA plan consulting and management, and utilizes a third-party manager network for strategy implementation.
Jack G
Series 65
Boca Raton, FL
Greenline Wealth Management
Jack Garey is a financial advisor at Greenline Wealth Management with one year of industry experience. He holds a Series 65 credential and has previously worked at Alliance Bernstein. Garey was a full-time student for ten years prior to entering the industry. Greenline Wealth Management is an SEC-registered advisory firm with six advisors that serves individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting, with a notable focus on ERISA plan services and the use of third-party managers on the Envestnet platform.
Joshua C
Series 65
Boca Raton, FL
Greenline Wealth Management
Joshua Carelli is a financial advisor at Greenline Wealth Management in Boca Raton, FL, holding a Series 65 credential with two years of industry experience. His prior work includes roles at PNC Bank, Aimpoint Pension, and FirstBank. He is also affiliated with Greenline Insurance LLC. Greenline Wealth Management is an SEC-registered advisory firm with six advisors providing portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm has a significant retirement plan practice and utilizes a third-party manager network on the Envestnet platform for portfolio implementation.
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