GREENE WEALTH MANAGEMENT, LLC
CRD #137810 SEC #801-64893 SEATTLE, WA 206-623-2200
SEC Registered
Total AUM
$1.2B
Discretionary
$1.2B
Employees
9
Clients
251
Accounts
1,759
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.2B | $1.2B | $14.2M | 9 | 2 |
| Mar 2024 | $1.1B | $1.1B | $26.5M | 8 | 1 |
| Mar 2023 | $982M | $958.9M | $23M | 9 | 0 |
| Mar 2022 | $1.2B | $1.1B | $28.1M | 8 | 1 |
| Mar 2021 | $1B | $1B | $26.8M | 8 | 1 |
| Mar 2021 | $1B | $1B | $26.8M | 8 | 1 |
| Dec 2020 | $958.8M | $935.8M | $22.9M | 8 | 0 |
| May 2020 | $958.8M | $935.8M | $22.9M | 8 | 0 |
| Apr 2020 | $958.8M | $935.8M | $22.9M | 8 | 0 |
| Mar 2020 | $958.8M | $935.8M | $22.9M | 8 | 0 |
| Mar 2019 | $806M | $776.2M | $29.8M | 8 | 2 |
| Mar 2019 | $806M | $776.2M | $29.8M | 8 | 2 |
| Mar 2018 | $855.1M | $823M | $32.2M | 8 | 2 |
| Mar 2017 | $788.6M | $761.7M | $26.8M | 8 | 300 |
| Dec 2016 | $726.2M | $659.2M | $67M | 8 | 300 |
| Jul 2016 | $726.2M | $659.2M | $67M | 8 | 300 |
| Mar 2016 | $726.2M | $659.2M | $67M | 8 | 300 |
| Mar 2015 | $718.9M | $664.2M | $54.6M | 8 | 300 |
| Oct 2014 | $661.9M | $612.4M | $49.5M | 7 | 300 |
| Jun 2014 | $661.9M | $612.4M | $49.5M | 7 | 300 |
| Mar 2014 | $661.9M | $612.4M | $49.5M | 7 | 300 |
| Jan 2014 | $661.9M | $612.4M | $49.5M | 7 | 300 |
| Jun 2013 | $557.7M | $512.6M | $45M | 8 | 300 |
| Mar 2013 | $557.7M | $512.6M | $45M | 8 | 300 |
| Oct 2012 | $477.3M | $434.7M | $42.6M | 6 | 300 |
| Mar 2012 | $477.3M | $434.7M | $42.6M | 6 | 300 |
| Mar 2010 | $413.4M | $386.4M | $27M | 10 | -- |
| Oct 2009 | $338.4M | $309.1M | $29.3M | 10 | -- |
| Mar 2007 | $424M | $393.5M | $30.5M | 10 | -- |
| Jan 2006 | $230M | $200M | $30M | 10 | -- |
| Nov 2005 | $0 | $0 | $0 | 10 | -- |
| Oct 2005 | $0 | $0 | $0 | 10 | -- |
DateMar 2025
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$14.2M
Employees9
Clients2
DateMar 2024
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$26.5M
Employees8
Clients1
DateMar 2023
Total AUM$982M
Discretionary$958.9M
Non-Disc.$23M
Employees9
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$28.1M
Employees8
Clients1
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$26.8M
Employees8
Clients1
DateMar 2021
Total AUM$1B
Discretionary$1B
Non-Disc.$26.8M
Employees8
Clients1
DateDec 2020
Total AUM$958.8M
Discretionary$935.8M
Non-Disc.$22.9M
Employees8
Clients0
DateMay 2020
Total AUM$958.8M
Discretionary$935.8M
Non-Disc.$22.9M
Employees8
Clients0
DateApr 2020
Total AUM$958.8M
Discretionary$935.8M
Non-Disc.$22.9M
Employees8
Clients0
DateMar 2020
Total AUM$958.8M
Discretionary$935.8M
Non-Disc.$22.9M
Employees8
Clients0
DateMar 2019
Total AUM$806M
Discretionary$776.2M
Non-Disc.$29.8M
Employees8
Clients2
DateMar 2019
Total AUM$806M
Discretionary$776.2M
Non-Disc.$29.8M
Employees8
Clients2
DateMar 2018
Total AUM$855.1M
Discretionary$823M
Non-Disc.$32.2M
Employees8
Clients2
DateMar 2017
Total AUM$788.6M
Discretionary$761.7M
Non-Disc.$26.8M
Employees8
Clients300
DateDec 2016
Total AUM$726.2M
Discretionary$659.2M
Non-Disc.$67M
Employees8
Clients300
DateJul 2016
Total AUM$726.2M
Discretionary$659.2M
Non-Disc.$67M
Employees8
Clients300
DateMar 2016
Total AUM$726.2M
Discretionary$659.2M
Non-Disc.$67M
Employees8
Clients300
DateMar 2015
Total AUM$718.9M
Discretionary$664.2M
Non-Disc.$54.6M
Employees8
Clients300
DateOct 2014
Total AUM$661.9M
Discretionary$612.4M
Non-Disc.$49.5M
Employees7
Clients300
DateJun 2014
Total AUM$661.9M
Discretionary$612.4M
Non-Disc.$49.5M
Employees7
Clients300
DateMar 2014
Total AUM$661.9M
Discretionary$612.4M
Non-Disc.$49.5M
Employees7
Clients300
DateJan 2014
Total AUM$661.9M
Discretionary$612.4M
Non-Disc.$49.5M
Employees7
Clients300
DateJun 2013
Total AUM$557.7M
Discretionary$512.6M
Non-Disc.$45M
Employees8
Clients300
DateMar 2013
Total AUM$557.7M
Discretionary$512.6M
Non-Disc.$45M
Employees8
Clients300
DateOct 2012
Total AUM$477.3M
Discretionary$434.7M
Non-Disc.$42.6M
Employees6
Clients300
DateMar 2012
Total AUM$477.3M
Discretionary$434.7M
Non-Disc.$42.6M
Employees6
Clients300
DateMar 2010
Total AUM$413.4M
Discretionary$386.4M
Non-Disc.$27M
Employees10
Clients--
DateOct 2009
Total AUM$338.4M
Discretionary$309.1M
Non-Disc.$29.3M
Employees10
Clients--
DateMar 2007
Total AUM$424M
Discretionary$393.5M
Non-Disc.$30.5M
Employees10
Clients--
DateJan 2006
Total AUM$230M
Discretionary$200M
Non-Disc.$30M
Employees10
Clients--
DateNov 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--