← Back to search
GREENE WEALTH MANAGEMENT LLC
CRD 338977
5305 BROOKFIELD LANE, LIBERTY TOWNSHIP, OH, 45044, United States
Phone
(513) 835-1125
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$9.1M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $1.9M |
| High net worth individuals | 7 | $7.2M |
Official SEC filing: View on IAPD