Federal Data Hub › SEC Form ADV · JSON · SEC IAPD ↗

GREENLINE WEALTH MANAGEMENT LLC

dba GREENLINE WEALTH MANAGEMENT · CRD 298397 · Registered Investment Adviser

GREENLINE WEALTH MANAGEMENT LLC is a Registered Investment Adviser headquartered in BOCA RATON, FL. The firm reports $116,970,119 in regulatory assets under management across 410 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$116,841,841
Non-discretionary$128,278
Total RAUM$116,970,119
Accounts410

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 298397. adviserinfo.sec.gov/firm/summary/298397.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

License: CC0 1.0 Universal. Corrections: corrections @ ai-analytics.org.